Northern Trust
Industry: Financial services company
DescriptionNorthern Trust Corporation is a financial services company organized in Delaware and headquartered in Chicago, Illinois that caters to corporations, institutional investors, and high net worth individuals. The company has 85 offices in 18 US states and 20 countries. Headquarters: Chicago, Illinois, United States CEO: Michael G. O'Grady (1 Jan 2018–) Assets under management: 1.2 trillion USD (As of December 31, 2017.) Subsidiaries: NORTHERN TRUST CO,
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Northern Trust Employees
Employee
Years
Job
Industry
Edward Bush Edward Bush's Northern Trust Experience September 2012 - Present
Job Senior Analyst, Pension Fund Accounting at Northern Trust
Industry Financial Services
Experience
Northern Trust September 2012 - Present
Insight October 2010 - September 2012
Elmhurst Park District April 2007 - October 2010
Merrill Lynch April 2009 - September 2009
Skills
Finance, Accounting, Auditing, Financial Analysis, Financial Audits, Financial Statements, Internal Controls, Investment Banking, Invoicing, Time Management, Analysis
Education
Lewis University 2014 — 2016
Master of Business Administration (M.B.A.)
Lewis University 2014 — 2016
Master of Science Finance (M.S.F.)
Elmhurst College 2006 — 2010
Bachelor of Science (B.S.), Economics
Elmhurst College 2006 — 2010
Bachelor of Science (B.S.), Finance, General
Northern Trust September 2012 - Present
Insight October 2010 - September 2012
Elmhurst Park District April 2007 - October 2010
Merrill Lynch April 2009 - September 2009
Skills
Finance, Accounting, Auditing, Financial Analysis, Financial Audits, Financial Statements, Internal Controls, Investment Banking, Invoicing, Time Management, Analysis
Education
Lewis University 2014 — 2016
Master of Business Administration (M.B.A.)
Lewis University 2014 — 2016
Master of Science Finance (M.S.F.)
Elmhurst College 2006 — 2010
Bachelor of Science (B.S.), Economics
Elmhurst College 2006 — 2010
Bachelor of Science (B.S.), Finance, General
Daniel Gasik Daniel Gasik's Northern Trust Experience September 2014 - Present
Job Senior Analyst, Pension Fund Accounting at Northern Trust
Industry Financial Services
Experience
Northern Trust September 2014 - Present
Northern Trust July 2013 - September 2014
UBS September 2012 - January 2013
Skills
Conflict Resolution, Word, Excel, Microsoft Office, PowerPoint, Communication, Teamwork Leadership, Organizing, Negotiation, Training & Development, Mediation, Microsoft Excel, Employee Training, Microsoft Word, Analysis, Financial Reporting, Time Management
Education
University of Illinois at Chicago 2011 — 2013
Bachelor of Science in Management, Certificate in Entrepreneurial Studies, Management, 3.61
Elgin Community College 2009 — 2011
Associate in Science, Business, Management, Accounting, 3.662
Northern Trust September 2014 - Present
Northern Trust July 2013 - September 2014
UBS September 2012 - January 2013
Skills
Conflict Resolution, Word, Excel, Microsoft Office, PowerPoint, Communication, Teamwork Leadership, Organizing, Negotiation, Training & Development, Mediation, Microsoft Excel, Employee Training, Microsoft Word, Analysis, Financial Reporting, Time Management
Education
University of Illinois at Chicago 2011 — 2013
Bachelor of Science in Management, Certificate in Entrepreneurial Studies, Management, 3.61
Elgin Community College 2009 — 2011
Associate in Science, Business, Management, Accounting, 3.662
Patrick Dowd Patrick Dowd's Northern Trust Experience April 2011 - January 2014
Job Technical Coordinator at Northern Trust Corporation
Industry Financial Services
Experience
Northern Trust Corporation February 2014 - Present
Northern Trust April 2011 - January 2014
Northern Trust April 2007 - April 2011
Career Education Corporation August 2006 - April 2007
Skills
Mutual Funds, Financial Analysis, Fund Accounting, Finance, Microsoft Excel, Adobe Acrobat, Organizational..., Problem Solving, Derivatives, Term Loan, Accounting, Internal Audit
Education
Eastern Illinois University 2002 — 2006
Bachelor of Science (BS), Finance, General
Northern Trust Corporation February 2014 - Present
Northern Trust April 2011 - January 2014
Northern Trust April 2007 - April 2011
Career Education Corporation August 2006 - April 2007
Skills
Mutual Funds, Financial Analysis, Fund Accounting, Finance, Microsoft Excel, Adobe Acrobat, Organizational..., Problem Solving, Derivatives, Term Loan, Accounting, Internal Audit
Education
Eastern Illinois University 2002 — 2006
Bachelor of Science (BS), Finance, General
Samuel Katz Samuel Katz's Northern Trust Experience April 1990 - October 2013
Job Senior Trust Officer at Fifth Third Private Bank
Industry Financial Services
Experience
Fifth Third Bank February 2015 - Present
Raymond James November 2013 - February 2015
Northern Trust April 1990 - October 2013
First Miami Securities, Inc May 1987 - May 1990
Motorola, Inc May 1985 - May 1987
Skills
Banking
Education
Florida International University 1985 — 1986
Masters Degree, Finance
University of Florida 1981 — 1985
Bachelor of Business Administration (B.B.A.), Fianance and Accounting
Fifth Third Bank February 2015 - Present
Raymond James November 2013 - February 2015
Northern Trust April 1990 - October 2013
First Miami Securities, Inc May 1987 - May 1990
Motorola, Inc May 1985 - May 1987
Skills
Banking
Education
Florida International University 1985 — 1986
Masters Degree, Finance
University of Florida 1981 — 1985
Bachelor of Business Administration (B.B.A.), Fianance and Accounting
Scott Cross Scott Cross's Northern Trust Experience December 1993 - Present
Job Managing Director, Northern Trust Bank
Industry Financial Services
Experience
Northern Trust December 1993 - Present
Skills
Asset Management, Portfolio Management, Investments, Asset Allocation, Wealth Management, Equities, Alternative Investments, Financial Services, Fixed Income, Financial Analysis
Education
Eastern Illinois University
Bachelor of Arts (B.A.)
Northern Trust December 1993 - Present
Skills
Asset Management, Portfolio Management, Investments, Asset Allocation, Wealth Management, Equities, Alternative Investments, Financial Services, Fixed Income, Financial Analysis
Education
Eastern Illinois University
Bachelor of Arts (B.A.)
Bill Chenoweth, CFA, CFP® Bill Chenoweth, CFA, CFP®'s Northern Trust Experience December 2013 - Present
Job Vice President, Sr. Investment Officer at Northern Trust
Industry Investment Management
Experience
Northern Trust December 2013 - Present
Credit Suisse July 2012 - December 2013
Hokanson Associates January 2008 - July 2012
Nicholas-Applegate 1998 - 2003
Turner Investment Partners 1993 - 1998
Jefferson-Pilot Corporation 1991 - 1993
Jefferson-Pilot Corporation 1986 - 1991
Skills
Portfolio Management, Equity Investment..., Fixed Income, Alternative Investments, Hedge Funds, Institutional Clients, High Net Worth..., Foundations, Investments, Equities, Start-ups, Venture Capital, Investment Management, Institutional..., Strategic Financial..., Mutual Funds, Mergers & Acquisitions, Bonds, Finance, Wealth Management..., Wealth Management, Investor Relations, Financial Planning
Education
Emory University - Goizueta Business School 1985 — 1986
MBA, Finance
Emory University - Goizueta Business School 1979 — 1983
BBA, Finance
Western Reserve Academy 1975 — 1979
Graduated with honors in Latin
Northern Trust December 2013 - Present
Credit Suisse July 2012 - December 2013
Hokanson Associates January 2008 - July 2012
Nicholas-Applegate 1998 - 2003
Turner Investment Partners 1993 - 1998
Jefferson-Pilot Corporation 1991 - 1993
Jefferson-Pilot Corporation 1986 - 1991
Skills
Portfolio Management, Equity Investment..., Fixed Income, Alternative Investments, Hedge Funds, Institutional Clients, High Net Worth..., Foundations, Investments, Equities, Start-ups, Venture Capital, Investment Management, Institutional..., Strategic Financial..., Mutual Funds, Mergers & Acquisitions, Bonds, Finance, Wealth Management..., Wealth Management, Investor Relations, Financial Planning
Education
Emory University - Goizueta Business School 1985 — 1986
MBA, Finance
Emory University - Goizueta Business School 1979 — 1983
BBA, Finance
Western Reserve Academy 1975 — 1979
Graduated with honors in Latin
ALY GALDAMEZ ALY GALDAMEZ's Northern Trust Experience February 2007 - December 2013
Job Second Vice President at Northern Trust Corporation
Industry Financial Services
Experience
Northern Trust Corporation December 2013 - Present
Northern Trust February 2007 - December 2013
Fifth Third Bank 1998 - 2003
Skills
Banking, Back Office, Credit, Financial Services, Treasury Management, Vendor Management, Loans, Risk Management, Mortgage Lending, Finance, Wealth Management, Microsoft Excel
Education
Florida International University - College of Business Administration 2010 — 2014
Bachelor of Business Administration (B.B.A.), Management and International Business
Northern Trust Corporation December 2013 - Present
Northern Trust February 2007 - December 2013
Fifth Third Bank 1998 - 2003
Skills
Banking, Back Office, Credit, Financial Services, Treasury Management, Vendor Management, Loans, Risk Management, Mortgage Lending, Finance, Wealth Management, Microsoft Excel
Education
Florida International University - College of Business Administration 2010 — 2014
Bachelor of Business Administration (B.B.A.), Management and International Business
Bill Blair Bill Blair's Northern Trust Experience 2010 - 2012
Job Storage Consultant at PGTEK
Industry Information Technology and Services
Experience
PGTEK July 2015 - Present
Strategic Business Systems (SBS) January 2015 - June 2015
Tympani Inc July 2012 - December 2014
Northern Trust 2010 - 2012
3PAR 2008 - 2010
NetApp 1998 - 2008
Sun Microsystems 1994 - 1998
Skills
NetApp, Storage, Storage Area Networks, Virtualization, SAN, VMware, Data Center, Storage Virtualization, NAS, iSCSI, Enterprise Storage, Fibre Channel, HP, Storage Management, Storage Solutions, Storage Architecture, Disaster Recovery, High Availability, Cluster, EMC Storage, Replication, VMware ESX, Brocade, Solaris, VMware Infrastructure, Isilon
Education
Elmhurst College 1987 — 1990
BS, Computer Science
Plainfield HS
PGTEK July 2015 - Present
Strategic Business Systems (SBS) January 2015 - June 2015
Tympani Inc July 2012 - December 2014
Northern Trust 2010 - 2012
3PAR 2008 - 2010
NetApp 1998 - 2008
Sun Microsystems 1994 - 1998
Skills
NetApp, Storage, Storage Area Networks, Virtualization, SAN, VMware, Data Center, Storage Virtualization, NAS, iSCSI, Enterprise Storage, Fibre Channel, HP, Storage Management, Storage Solutions, Storage Architecture, Disaster Recovery, High Availability, Cluster, EMC Storage, Replication, VMware ESX, Brocade, Solaris, VMware Infrastructure, Isilon
Education
Elmhurst College 1987 — 1990
BS, Computer Science
Plainfield HS
Joya Favors Joya Favors's Northern Trust Experience August 2012 - Present
Job Transfer Agency Control Manager at Northern Trust
Industry Financial Services
Experience
Northern Trust August 2012 - Present
Northern Trust October 2007 - August 2012
Mesirow Financial October 2004 - October 2007
Wells Fargo Advisors October 2000 - October 2004
RBC Wealth Management 1997 - 1999
Ameriprise Financial Services, Inc. 1996 - 1997
Skills
Financial Services, Operations Management, Securities, Client Services, Mutual Funds, Leadership, Asset Management, Fixed Income, Investments, Financial Analysis, Hedge Funds, Finance
Education
Fisk University 1991 — 1995
Bachelor's degree, Business Administration and Management / Sociology
Northern Trust August 2012 - Present
Northern Trust October 2007 - August 2012
Mesirow Financial October 2004 - October 2007
Wells Fargo Advisors October 2000 - October 2004
RBC Wealth Management 1997 - 1999
Ameriprise Financial Services, Inc. 1996 - 1997
Skills
Financial Services, Operations Management, Securities, Client Services, Mutual Funds, Leadership, Asset Management, Fixed Income, Investments, Financial Analysis, Hedge Funds, Finance
Education
Fisk University 1991 — 1995
Bachelor's degree, Business Administration and Management / Sociology
Marty Idaszak, CPA Marty Idaszak, CPA's Northern Trust Experience May 2012 - February 2013
Job System Architect at Arizona State University
Industry Financial Services
Experience
Arizona State University February 2013 - Present
Northern Trust May 2012 - February 2013
Lincoln Park Boat Club 2009 - October 2012
JPMorgan Chase July 2009 - May 2012
Goldman Sachs June 2005 - July 2009
Northern Trust December 2003 - June 2005
Scudder Investments 1999 - 2002
Trans Union 1991 - 1999
TransUnion 1991 - 1999
Skills
Sybase
Education
Elmhurst College 2004 — 2007
Masters, Acccounting
University of Illinois at Urbana-Champaign 1984 — 1988
BS, Math/CS
Arizona State University February 2013 - Present
Northern Trust May 2012 - February 2013
Lincoln Park Boat Club 2009 - October 2012
JPMorgan Chase July 2009 - May 2012
Goldman Sachs June 2005 - July 2009
Northern Trust December 2003 - June 2005
Scudder Investments 1999 - 2002
Trans Union 1991 - 1999
TransUnion 1991 - 1999
Skills
Sybase
Education
Elmhurst College 2004 — 2007
Masters, Acccounting
University of Illinois at Urbana-Champaign 1984 — 1988
BS, Math/CS
Allison Burke Allison Burke's Northern Trust Experience June 2009 - August 2009
Job Owner of The Wholistic Approach
Industry Health, Wellness and Fitness
Experience
The Wholistic Approach May 2014 - Present
The Walt Disney Company January 2014 - May 2014
Spirit Airlines May 2013 - August 2013
TriMerge Consulting Group, PA January 2013 - April 2013
LA Fitness November 2012 - January 2013
PwC June 2012 - October 2012
PwC June 2011 - August 2011
KPMG US May 2010 - August 2010
Northern Trust June 2009 - August 2009
Skills
Accounting, Financial Reporting, Financial Accounting, Tax Research, Tax, Financial Analysis, Financial Statements, Corporate Tax, Income Tax, Tax Accounting, Tax Preparation, Partnership Taxation, Microsoft Word, Banking, Finance, Payroll, Tax Returns, Analysis, Accounts Payable, Auditing, Sarbanes-Oxley Act, US GAAP, GAAP, Internal Controls, SEC filings, General Ledger, External Audit
Education
Nova Southeastern University 2012 — 2014
Masters, Masters in Taxation
Florida A&M University 2008 — 2012
Bachelor of Science (BS), Accounting
The Wholistic Approach May 2014 - Present
The Walt Disney Company January 2014 - May 2014
Spirit Airlines May 2013 - August 2013
TriMerge Consulting Group, PA January 2013 - April 2013
LA Fitness November 2012 - January 2013
PwC June 2012 - October 2012
PwC June 2011 - August 2011
KPMG US May 2010 - August 2010
Northern Trust June 2009 - August 2009
Skills
Accounting, Financial Reporting, Financial Accounting, Tax Research, Tax, Financial Analysis, Financial Statements, Corporate Tax, Income Tax, Tax Accounting, Tax Preparation, Partnership Taxation, Microsoft Word, Banking, Finance, Payroll, Tax Returns, Analysis, Accounts Payable, Auditing, Sarbanes-Oxley Act, US GAAP, GAAP, Internal Controls, SEC filings, General Ledger, External Audit
Education
Nova Southeastern University 2012 — 2014
Masters, Masters in Taxation
Florida A&M University 2008 — 2012
Bachelor of Science (BS), Accounting
George Woywod George Woywod's Northern Trust Experience May 2011 - Present
Job Vice President at Northern Trust
Industry Financial Services
Experience
Northern Trust May 2011 - Present
Northern Trust March 2006 - April 2011
Northern Trust March 2005 - March 2006
Northern Trust September 2002 - March 2005
Northern Trust May 2001 - September 2002
Northern Trust December 2000 - May 2001
ACS Technologies August 1997 - March 2000
Skills
Financial Accounting, Reporting Applications, Business Analysis, SDLC, Systems, License Management, Asset Managment, Wealth Management, Global Custody, Trust
Education
Elmhurst College
Bachelor of Science (BS), Accounting
Northern Trust May 2011 - Present
Northern Trust March 2006 - April 2011
Northern Trust March 2005 - March 2006
Northern Trust September 2002 - March 2005
Northern Trust May 2001 - September 2002
Northern Trust December 2000 - May 2001
ACS Technologies August 1997 - March 2000
Skills
Financial Accounting, Reporting Applications, Business Analysis, SDLC, Systems, License Management, Asset Managment, Wealth Management, Global Custody, Trust
Education
Elmhurst College
Bachelor of Science (BS), Accounting
Stephanie Kipp Stephanie Kipp's Northern Trust Experience January 2007 - Present
Job Investment Associate at Northern Trust
Industry Financial Services
Experience
Northern Trust January 2007 - Present
Skills
Finance
Education
Florida Atlantic University 2004 — 2006
Master of Business Administration (M.B.A.)
University of Florida 1999 — 2003
Bachelor's degree, Finance
Northern Trust January 2007 - Present
Skills
Finance
Education
Florida Atlantic University 2004 — 2006
Master of Business Administration (M.B.A.)
University of Florida 1999 — 2003
Bachelor's degree, Finance
Amy Erez's Northern Trust Experience 2007 - 2009
Job Marketing & Public Relations Manager at Baptist Health South Florida
Industry Marketing and Advertising
Experience
Northern Trust 2007 - 2009
WCI Communities 2005 - 2007
Aventura Hospital and Medical Center 1997 - 2005
City of Aventura 1996 - 1997
The Florida Senate 1994 - 1996
Skills
Marketing, Public Relations, Media Relations, Event Planning, Strategy, Event Management, Advertising, Press Releases, Marketing Strategy, Social Media Marketing, Leadership, Marketing Communications, Newsletters, Fundraising, Direct Marketing, Management, Strategic Planning, Budgets, Sales, Editing, Market Planning
Education
Florida International University
Masters, Public Administration
Florida State University
Bachelor of Science, Political Science
Miami Beach Senior High
Northern Trust 2007 - 2009
WCI Communities 2005 - 2007
Aventura Hospital and Medical Center 1997 - 2005
City of Aventura 1996 - 1997
The Florida Senate 1994 - 1996
Skills
Marketing, Public Relations, Media Relations, Event Planning, Strategy, Event Management, Advertising, Press Releases, Marketing Strategy, Social Media Marketing, Leadership, Marketing Communications, Newsletters, Fundraising, Direct Marketing, Management, Strategic Planning, Budgets, Sales, Editing, Market Planning
Education
Florida International University
Masters, Public Administration
Florida State University
Bachelor of Science, Political Science
Miami Beach Senior High
Steve Fouhal Steve Fouhal's Northern Trust Experience July 2012 - Present
Job
Industry Management Consulting
Experience
Northern Trust July 2012 - Present
Skills
Organizational..., Strategic Sourcing, Lean Manufacturing, Procurement, Lean service operations, Procurement organization, Capability Building, Sustainable performance..., Operational Strategy, Agile procurement, Organizational design, Transformations, Change Management, Organizational Design, Outsourcing, Program Management, Management, Project Management, Strategy
Education
Georgia Institute of Technology 2001 — 2003
MS
EPF Ecole d'Ingénieurs 1997 — 2001
Masters
Lycee Franco Allemand, Sarrebruck / Deutsch Französisches Gymnasium 1992 — 1997
Baccalaureat and Abitur
Northern Trust July 2012 - Present
Skills
Organizational..., Strategic Sourcing, Lean Manufacturing, Procurement, Lean service operations, Procurement organization, Capability Building, Sustainable performance..., Operational Strategy, Agile procurement, Organizational design, Transformations, Change Management, Organizational Design, Outsourcing, Program Management, Management, Project Management, Strategy
Education
Georgia Institute of Technology 2001 — 2003
MS
EPF Ecole d'Ingénieurs 1997 — 2001
Masters
Lycee Franco Allemand, Sarrebruck / Deutsch Französisches Gymnasium 1992 — 1997
Baccalaureat and Abitur
Orlando Roche Orlando Roche's Northern Trust Experience 1996 - 2007
Job Regional President at Sabadell United Bank
Industry Financial Services
Experience
Sabadell United Bank March 2015 - Present
Sabadell Bank & Trust August 2011 - Present
Lydian Bank & Trust March 2007 - August 2011
Northern Trust 1996 - 2007
SunTrust Bank 1988 - 1996
Skills
Certified Financial..., Commercial Banking, Wealth Management..., Financial Analysis, Banking, Loans, Commercial Lending, Private Banking, Credit, Investments, Wealth Management, Portfolio Management, Retail Banking, Cash Management, Credit Analysis, Finance, Real Estate, Mortgage Lending, Capital Adequacy, Commercial Mortgages, Due Diligence, Small Business Lending, Risk Management, Asset Management, Real Estate Financing, Negotiation, Budgets, Strategic Planning, Consumer Lending, Strategic Financial..., New Business Development, Underwriting
Education
Florida International University 1986 — 1988
Bachelor Degree in Business Administration, Major Finance
University of Miami 1984 — 1986
Belen Jesuit Prep
Sabadell United Bank March 2015 - Present
Sabadell Bank & Trust August 2011 - Present
Lydian Bank & Trust March 2007 - August 2011
Northern Trust 1996 - 2007
SunTrust Bank 1988 - 1996
Skills
Certified Financial..., Commercial Banking, Wealth Management..., Financial Analysis, Banking, Loans, Commercial Lending, Private Banking, Credit, Investments, Wealth Management, Portfolio Management, Retail Banking, Cash Management, Credit Analysis, Finance, Real Estate, Mortgage Lending, Capital Adequacy, Commercial Mortgages, Due Diligence, Small Business Lending, Risk Management, Asset Management, Real Estate Financing, Negotiation, Budgets, Strategic Planning, Consumer Lending, Strategic Financial..., New Business Development, Underwriting
Education
Florida International University 1986 — 1988
Bachelor Degree in Business Administration, Major Finance
University of Miami 1984 — 1986
Belen Jesuit Prep
David K Edwards, CFA David K Edwards, CFA's Northern Trust Experience 1991 - 2000
Job Sr. V.P. Regional Portfolio Manager at BB&T
Industry Financial Services
Experience
BB&T October 2010 - Present
US Trust 2007 - 2009
BNY Mellon 2001 - 2007
Northern Trust 1991 - 2000
Northern Trust 1991 - 2000
Skills
Wealth Management, Asset Allocation, Investment Strategies, Alternative Investments, Portfolio Management, Private Banking, Asset Management, Wealth, Investments, Retirement Planning, Equities, Securities, Financial Analysis, Investment Advisory, Portfolio Optimization
Education
Florida International University
Elementary Education and Teaching
Florida State University
Anthropology
BB&T October 2010 - Present
US Trust 2007 - 2009
BNY Mellon 2001 - 2007
Northern Trust 1991 - 2000
Northern Trust 1991 - 2000
Skills
Wealth Management, Asset Allocation, Investment Strategies, Alternative Investments, Portfolio Management, Private Banking, Asset Management, Wealth, Investments, Retirement Planning, Equities, Securities, Financial Analysis, Investment Advisory, Portfolio Optimization
Education
Florida International University
Elementary Education and Teaching
Florida State University
Anthropology
Paulina Cromwell Paulina Cromwell's Northern Trust Experience August 2012 - March 2013
Job Investment Sales Associate at Northern Trust Asset Management
Industry Financial Services
Experience
Northern Trust Asset Management November 2014 - Present
Northern Trust Asset Management June 2014 - December 2014
Northern Trust Corporation March 2013 - June 2014
Northern Trust August 2012 - March 2013
Merrill Lynch August 2011 - April 2012
Gibraltar Private Bank & Trust May 2011 - August 2011
Skills
Portfolio Management, Credit Analysis, Credit, Banking, Finance, Financial Analysis
Education
Florida State University 2008 — 2012
BS, Finance; Minor in History
Northern Trust Asset Management November 2014 - Present
Northern Trust Asset Management June 2014 - December 2014
Northern Trust Corporation March 2013 - June 2014
Northern Trust August 2012 - March 2013
Merrill Lynch August 2011 - April 2012
Gibraltar Private Bank & Trust May 2011 - August 2011
Skills
Portfolio Management, Credit Analysis, Credit, Banking, Finance, Financial Analysis
Education
Florida State University 2008 — 2012
BS, Finance; Minor in History
Marcos Muela Marcos Muela's Northern Trust Experience February 1993 - Present
Job Northern Trust 2nd VP
Industry Financial Services
Experience
Northern Trust February 1993 - Present
Skills
Wealth Management, Banking
Education
Florida International University
Northern Trust February 1993 - Present
Skills
Wealth Management, Banking
Education
Florida International University
Jordana Davis Jordana Davis's Northern Trust Experience February 2010 - July 2014
Job Vice President at Northern Trust Corporation
Industry Financial Services
Experience
Northern Trust Corporation July 2014 - Present
Northern Trust February 2010 - July 2014
Northern Trust February 2007 - February 2010
Morgan Stanley Private Wealth Management July 2000 - May 2006
Skills
Investments, Asset Management, Portfolio Management, Equities, Financial Analysis, Finance, Fixed Income, Financial Modeling, Due Diligence, Risk Management, Alternative Investments, Securities
Education
Emory University - Goizueta Business School
Bachelor of Business Administration (BBA), Finance, General
New York University, Stern School of Business
Master of Business Administration (MBA), Finance, General
Northern Trust Corporation July 2014 - Present
Northern Trust February 2010 - July 2014
Northern Trust February 2007 - February 2010
Morgan Stanley Private Wealth Management July 2000 - May 2006
Skills
Investments, Asset Management, Portfolio Management, Equities, Financial Analysis, Finance, Fixed Income, Financial Modeling, Due Diligence, Risk Management, Alternative Investments, Securities
Education
Emory University - Goizueta Business School
Bachelor of Business Administration (BBA), Finance, General
New York University, Stern School of Business
Master of Business Administration (MBA), Finance, General
David Reidy David Reidy's Northern Trust Experience May 1994 - June 1997
Job Experienced professional with an extensive background in Risk and Compliance
Industry Investment Management
Experience
T. Rowe Price March 2014 - Present
GenSpring Family Offices/SunTrust Bank November 2011 - Present
SunTrust Bank November 2010 - November 2011
RidgeWorth Investments/SunTrust Bank November 2001 - November 2010
DWR Consulting, Inc June 1997 - November 2001
Northern Trust May 1994 - June 1997
Valicenti Advisory Services, Inc. November 1988 - January 1994
Skills
Risk Management, Management, Investments, Employee Benefits, Wealth Management, Asset Management, Mutual Funds, Equities, Project Management, Securities, Strategic Planning, Microsoft Excel, Microsoft Office, Customer Service, Financial Risk, Compliance, Hedge Funds, Investment Advisory, Mergers & Acquisitions, Alternative Investments, Trading Systems, Portfolio Management
Education
Binghamton University 1987 — 1988
Master of Business Administration, Finance, General, 3.8/4.0 GPA
Elmira College 1985 — 1987
Bachelor of Science, Business Administration and Management, General, 3.7/4.0 GPA
T. Rowe Price March 2014 - Present
GenSpring Family Offices/SunTrust Bank November 2011 - Present
SunTrust Bank November 2010 - November 2011
RidgeWorth Investments/SunTrust Bank November 2001 - November 2010
DWR Consulting, Inc June 1997 - November 2001
Northern Trust May 1994 - June 1997
Valicenti Advisory Services, Inc. November 1988 - January 1994
Skills
Risk Management, Management, Investments, Employee Benefits, Wealth Management, Asset Management, Mutual Funds, Equities, Project Management, Securities, Strategic Planning, Microsoft Excel, Microsoft Office, Customer Service, Financial Risk, Compliance, Hedge Funds, Investment Advisory, Mergers & Acquisitions, Alternative Investments, Trading Systems, Portfolio Management
Education
Binghamton University 1987 — 1988
Master of Business Administration, Finance, General, 3.8/4.0 GPA
Elmira College 1985 — 1987
Bachelor of Science, Business Administration and Management, General, 3.7/4.0 GPA
Michael Aleman Michael Aleman's Northern Trust Experience 2008 - Present
Job Vice President, Wealth Strategist at Northern Trust, Wealth Management
Industry Financial Services
Experience
Northern Trust 2008 - Present
Colonial Bank April 1999 - April 2006
Skills
Investments, Asset Allocation, Portfolio Management, FINRA Licenses: Series..., Licensed to Sell..., Investment Strategies, Variable Annuities, Fixed Annuities, Wealth Management..., Financial Modeling, Asset Managment, Private Banking, Fixed Income Strategies, Banking, Finance, Asset Management, Financial Services, Financial Advisory, Financial Risk, Insurance, Mutual Funds, Alternative Investments, Series 7, Investment Advisory, Wealth, Investment Management, Fixed Income, Bonds, Affluent, Hedge Funds, Equities, Strategic Financial..., Wealth Management, Financial Planning
Education
Florida International University
International Business
Northern Trust 2008 - Present
Colonial Bank April 1999 - April 2006
Skills
Investments, Asset Allocation, Portfolio Management, FINRA Licenses: Series..., Licensed to Sell..., Investment Strategies, Variable Annuities, Fixed Annuities, Wealth Management..., Financial Modeling, Asset Managment, Private Banking, Fixed Income Strategies, Banking, Finance, Asset Management, Financial Services, Financial Advisory, Financial Risk, Insurance, Mutual Funds, Alternative Investments, Series 7, Investment Advisory, Wealth, Investment Management, Fixed Income, Bonds, Affluent, Hedge Funds, Equities, Strategic Financial..., Wealth Management, Financial Planning
Education
Florida International University
International Business
Debbie Kraujalis's Northern Trust Experience April 1993 - Present
Job Managing Director at Northern Trust
Industry Financial Services
Experience
Northern Trust April 1993 - Present
NationsBank April 1987 - April 1993
Skills
Strategic Planning, Asset Management, Investments, Wealth Management, Portfolio Management, Asset Allocation, Team Building, Banking, New Business Development, Financial Analysis, Strategic Financial..., Mutual Funds, Equities, Leadership, Real Estate, Securities, Customer Service
Education
Florida State University 1981 — 1985
BS, Finance, General
Northern Trust April 1993 - Present
NationsBank April 1987 - April 1993
Skills
Strategic Planning, Asset Management, Investments, Wealth Management, Portfolio Management, Asset Allocation, Team Building, Banking, New Business Development, Financial Analysis, Strategic Financial..., Mutual Funds, Equities, Leadership, Real Estate, Securities, Customer Service
Education
Florida State University 1981 — 1985
BS, Finance, General
ROBERT LUGO ROBERT LUGO's Northern Trust Experience October 1984 - Present
Job Regional Director of Food & Beverage Services at Northern Trust
Industry Financial Services
Experience
Northern Trust October 1984 - Present
Miami Catering Inc January 1982 - January 2002
Skills
Event Planning, Sales, Customer Service, Contract Negotiation, Strategic Planning, Budgets, Team Building, Marketing, Event Management, Business Development, Culinary Skills, Culinary Management, Logistics Management
Education
Florida International University 1981 — 1983
Bachelor of Applied Science (B.A.Sc.), Hospitality Administration/Management
Miami Dade College 1979 — 1981
Associate of Science (A.S.), Aeronautical/Aerospace Engineering Technology/Technician
Miami Senior High School 1976 — 1979
Northern Trust October 1984 - Present
Miami Catering Inc January 1982 - January 2002
Skills
Event Planning, Sales, Customer Service, Contract Negotiation, Strategic Planning, Budgets, Team Building, Marketing, Event Management, Business Development, Culinary Skills, Culinary Management, Logistics Management
Education
Florida International University 1981 — 1983
Bachelor of Applied Science (B.A.Sc.), Hospitality Administration/Management
Miami Dade College 1979 — 1981
Associate of Science (A.S.), Aeronautical/Aerospace Engineering Technology/Technician
Miami Senior High School 1976 — 1979
Rob Jackson II's Northern Trust Experience May 2009 - August 2009
Job Summer Associate Law Clerk at RollsRoyce
Industry Law Practice
Experience
Rolls-Royce May 2015 - Present
Howard University School of Law September 2014 - Present
Exelon June 2014 - August 2014
McGuireWoods LLP May 2014 - August 2014
MB Financial Bank January 2012 - August 2013
Eli Lilly and Company January 2011 - January 2012
J.P. Morgan May 2010 - August 2011
Northern Trust May 2009 - August 2009
Skills
Six Sigma, Supply Chain Management, Research, Customer Relations, Entrepreneurship, Financial Analysis, Accounting, Consulting
Education
Howard University School of Law 2013 — 2016
Doctor of Law (JD)
Florida Agricultural and Mechanical University 2007 — 2011
B.A., Business Administrtion & Economics
Rolls-Royce May 2015 - Present
Howard University School of Law September 2014 - Present
Exelon June 2014 - August 2014
McGuireWoods LLP May 2014 - August 2014
MB Financial Bank January 2012 - August 2013
Eli Lilly and Company January 2011 - January 2012
J.P. Morgan May 2010 - August 2011
Northern Trust May 2009 - August 2009
Skills
Six Sigma, Supply Chain Management, Research, Customer Relations, Entrepreneurship, Financial Analysis, Accounting, Consulting
Education
Howard University School of Law 2013 — 2016
Doctor of Law (JD)
Florida Agricultural and Mechanical University 2007 — 2011
B.A., Business Administrtion & Economics
Peter Gilboy, CPA's Northern Trust Experience July 2012 - March 2013
Job Senior Financial Reporting Analyst at Golub Capital
Industry Financial Services
Experience
Golub Capital April 2013 - Present
Northern Trust July 2012 - March 2013
HedgeServ April 2011 - May 2012
Amundi Alternative Investments Services January 2009 - April 2011
Amundi Alternative Investments Serices April 2005 - January 2009
Van Kampen Investments February 2004 - March 2005
Team Trading, LLc July 2003 - November 2003
Skills
CPA, Asset Managment, Asset Management, Hedge Funds, Mutual Funds, Financial Modeling, Fund Accounting, Finance, Financial Reporting, Accounting, Equities, Bloomberg, Financial Analysis, Alternative Investments, Trading, Fixed Income, Fund Administration, Derivatives, Portfolio Management, Valuation, Investments, Securities
Education
Fairfield University 1999 — 2003
Bachelor’s Degree, Finance and Economics, 3.64
Loyola Academy 1995 — 1999
High School
Golub Capital April 2013 - Present
Northern Trust July 2012 - March 2013
HedgeServ April 2011 - May 2012
Amundi Alternative Investments Services January 2009 - April 2011
Amundi Alternative Investments Serices April 2005 - January 2009
Van Kampen Investments February 2004 - March 2005
Team Trading, LLc July 2003 - November 2003
Skills
CPA, Asset Managment, Asset Management, Hedge Funds, Mutual Funds, Financial Modeling, Fund Accounting, Finance, Financial Reporting, Accounting, Equities, Bloomberg, Financial Analysis, Alternative Investments, Trading, Fixed Income, Fund Administration, Derivatives, Portfolio Management, Valuation, Investments, Securities
Education
Fairfield University 1999 — 2003
Bachelor’s Degree, Finance and Economics, 3.64
Loyola Academy 1995 — 1999
High School
Nickie Nelson's Northern Trust Experience November 2006 - April 2010
Job Digital Content Strategy Lead at Zebra Technologies
Industry Information Technology and Services
Experience
Zebra Technologies June 2014 - Present
Razorfish October 2013 - June 2014
Accenture January 2013 - October 2013
Getco LLC April 2010 - June 2012
Northern Trust November 2006 - April 2010
HomeStart Realty 2003 - 2006
Equity Office January 2001 - December 2002
Comdisco October 1998 - May 2000
Masonite 1996 - 1998
Cramer-Krasselt 1994 - 1996
Skills
Content Management, Content Strategy, Web Content Management, User Experience, Online Marketing, Content Development, Information Architecture, SEO, Marketing Communications, Integrated Marketing, Email Marketing, Blogging, Digital Strategy, Editing, SharePoint, Web Analytics, Video Production, Omniture, Online Lead Generation, Web Content, Web Project Management, CMS, Intranet Strategy, HTML, Usability Testing, Digital Media, WordPress, Google Analytics, Social Media, WebTrends Analytics, Dreamweaver, Corporate Communications, Marketing, Online Advertising, Website Development, User Interface Design, Analytics, Strategic Communications, Usability, Metadata Standards, Final Cut Pro, Screencasting, Atlassian JIRA, Microsoft Dynamics, Microsoft Publisher, TeamSite, Writing, Digital Marketing, Internal Communications, social media marketing
Education
Northeastern Illinois University 1990 — 1993
Bachelor's of Science, Marketing
Elgin Community College 1989 — 1992
Associates, Marketing, Business
Zebra Technologies June 2014 - Present
Razorfish October 2013 - June 2014
Accenture January 2013 - October 2013
Getco LLC April 2010 - June 2012
Northern Trust November 2006 - April 2010
HomeStart Realty 2003 - 2006
Equity Office January 2001 - December 2002
Comdisco October 1998 - May 2000
Masonite 1996 - 1998
Cramer-Krasselt 1994 - 1996
Skills
Content Management, Content Strategy, Web Content Management, User Experience, Online Marketing, Content Development, Information Architecture, SEO, Marketing Communications, Integrated Marketing, Email Marketing, Blogging, Digital Strategy, Editing, SharePoint, Web Analytics, Video Production, Omniture, Online Lead Generation, Web Content, Web Project Management, CMS, Intranet Strategy, HTML, Usability Testing, Digital Media, WordPress, Google Analytics, Social Media, WebTrends Analytics, Dreamweaver, Corporate Communications, Marketing, Online Advertising, Website Development, User Interface Design, Analytics, Strategic Communications, Usability, Metadata Standards, Final Cut Pro, Screencasting, Atlassian JIRA, Microsoft Dynamics, Microsoft Publisher, TeamSite, Writing, Digital Marketing, Internal Communications, social media marketing
Education
Northeastern Illinois University 1990 — 1993
Bachelor's of Science, Marketing
Elgin Community College 1989 — 1992
Associates, Marketing, Business
Lori Sutton Lori Sutton's Northern Trust Experience 1994 - Present
Job Trust Relationship Manager at Northern Trust Company
Industry Financial Services
Experience
Northern Trust 1994 - Present
Skills
Fiduciary Services, CTFA, Private Foundations, Wealth Management, Strategic Financial..., Wealth Management..., High Net Worth..., Portfolio Management, Private Banking, Investment Advisory, Income Tax, Retirement Planning, Alternative Investments, Banking, Customer Satisfaction, Philanthropy, Grief Counseling, Pastoral Counseling, Humanitarian Assistance, Rehabilitation..., Investments, Securities, Investment Management, Asset Management, Trusts, Investment Strategies, Equities
Education
Eckerd College 2006 — 2008
Bachelor of Arts (B.A.), Human Development, Family Studies, and Related Services, 4.0
Manatee Community College 2001 — 2006
Associate of Arts (A.A.), Humanities/Humanistic Studies
Northern Trust 1994 - Present
Skills
Fiduciary Services, CTFA, Private Foundations, Wealth Management, Strategic Financial..., Wealth Management..., High Net Worth..., Portfolio Management, Private Banking, Investment Advisory, Income Tax, Retirement Planning, Alternative Investments, Banking, Customer Satisfaction, Philanthropy, Grief Counseling, Pastoral Counseling, Humanitarian Assistance, Rehabilitation..., Investments, Securities, Investment Management, Asset Management, Trusts, Investment Strategies, Equities
Education
Eckerd College 2006 — 2008
Bachelor of Arts (B.A.), Human Development, Family Studies, and Related Services, 4.0
Manatee Community College 2001 — 2006
Associate of Arts (A.A.), Humanities/Humanistic Studies
Susan Gilpin Susan Gilpin's Northern Trust Experience 1983 - 1996
Job Association of Real Estate License Law Officials
Industry Nonprofit Organization Management
Experience
Association of Real Estate License Law Officials (ARELLO) February 2013 - Present
Lutheran Social Services of Illinois June 2007 - February 2013
The Committee of 200 2005 - 2007
FRER / Consortium for Professional Credentialing 1998 - 2005
CRCC/CCMC/CDMSC 1998 - 2005
Eastern Illinois University 1996 - 1999
Children's Home + Aid Society of Illinois 1996 - 1998
Northern Trust 1983 - 1996
Skills
Institutional..., Fundraising, Association Management, Strategic Planning, Board Development, Donor Relations, Non-profits, Credentialing, Board Leadership, Risk Management, Budgeting, Process Improvement, Membership Management, Change Management, Advocacy, Legacy Giving, Planned Giving, Management, Leadership, Budgets, Public Speaking, Nonprofits, Social Services, Leadership Development, Stewardship, Annual Giving, Grants, Volunteer Management, Program Development
Education
The John Marshall Law School
JD
Eastern Illinois University
BA, English/Journalism
Association of Real Estate License Law Officials (ARELLO) February 2013 - Present
Lutheran Social Services of Illinois June 2007 - February 2013
The Committee of 200 2005 - 2007
FRER / Consortium for Professional Credentialing 1998 - 2005
CRCC/CCMC/CDMSC 1998 - 2005
Eastern Illinois University 1996 - 1999
Children's Home + Aid Society of Illinois 1996 - 1998
Northern Trust 1983 - 1996
Skills
Institutional..., Fundraising, Association Management, Strategic Planning, Board Development, Donor Relations, Non-profits, Credentialing, Board Leadership, Risk Management, Budgeting, Process Improvement, Membership Management, Change Management, Advocacy, Legacy Giving, Planned Giving, Management, Leadership, Budgets, Public Speaking, Nonprofits, Social Services, Leadership Development, Stewardship, Annual Giving, Grants, Volunteer Management, Program Development
Education
The John Marshall Law School
JD
Eastern Illinois University
BA, English/Journalism
Polina Yurovitsky Polina Yurovitsky's Northern Trust Experience April 2013 - Present
Job 2nd Vice President / Estate Administrator at Northern Trust Corporation
Industry Financial Services
Experience
Northern Trust Corporation August 2015 - Present
Northern Trust April 2013 - Present
Northern Trust June 2012 - April 2013
Greenberg Traurig, LLP May 2007 - June 2012
Therrel Baisden, P.A. September 2004 - May 2007
Law Offices of Morton R. Goudiss, P.A. March 1999 - September 2004
Skills
Legal Research, Estate Planning, Estate Administration, Trust Management, Estate Tax Planning, Financial Accounting, Estate Tax Preparation, Westlaw, Document Drafting, Fluent Russian, Preparation, Trusts, Wills, Estate Law, Tax, High Net Worth..., Legal Documents, Pleadings, Wealth Management, Asset Management, Finance, Financial Planners, Income Tax, Trust Services, Banking, Tax Preparation, Tax Law, Wealth Management..., Financial Statements, Financial Advisory, Investments, Legal Writing, Guardianship, Accounting, Notary Public, Financial Services, Legal Issues, Asset Protection, Wealth, Auditing, Mutual Funds, Strategic Financial..., Account Reconciliation
Education
Nova Southeastern University 2014 — 2016
Master of Business Administration (M.B.A.), Business Administration and Management, General
Florida International University 1999 — 2004
Bachelor of Science in Mass Communications, School of Journalism and Mass Communications, degree in Advertising and Marketing
Trust School
Northern Trust Corporation August 2015 - Present
Northern Trust April 2013 - Present
Northern Trust June 2012 - April 2013
Greenberg Traurig, LLP May 2007 - June 2012
Therrel Baisden, P.A. September 2004 - May 2007
Law Offices of Morton R. Goudiss, P.A. March 1999 - September 2004
Skills
Legal Research, Estate Planning, Estate Administration, Trust Management, Estate Tax Planning, Financial Accounting, Estate Tax Preparation, Westlaw, Document Drafting, Fluent Russian, Preparation, Trusts, Wills, Estate Law, Tax, High Net Worth..., Legal Documents, Pleadings, Wealth Management, Asset Management, Finance, Financial Planners, Income Tax, Trust Services, Banking, Tax Preparation, Tax Law, Wealth Management..., Financial Statements, Financial Advisory, Investments, Legal Writing, Guardianship, Accounting, Notary Public, Financial Services, Legal Issues, Asset Protection, Wealth, Auditing, Mutual Funds, Strategic Financial..., Account Reconciliation
Education
Nova Southeastern University 2014 — 2016
Master of Business Administration (M.B.A.), Business Administration and Management, General
Florida International University 1999 — 2004
Bachelor of Science in Mass Communications, School of Journalism and Mass Communications, degree in Advertising and Marketing
Trust School
Jennifer Power Jennifer Power's Northern Trust Experience 2006 - 2009
Job Client Relations Manager at Miller Wealth Advisors, LLC
Industry Financial Services
Experience
Miller Wealth Advisors, LLC September 2013 - Present
William C. Miller & Associates October 2011 - September 2013
Northern Trust 2006 - 2009
SunTrust 2004 - 2006
SunTrust 1998 - 2006
Washington Mutual 2002 - 2004
Education
Florida Atlantic University 2001 — 2004
MBA, Financial Planning
Florida State University - College of Business 1994 — 1998
BS, Finance
Miller Wealth Advisors, LLC September 2013 - Present
William C. Miller & Associates October 2011 - September 2013
Northern Trust 2006 - 2009
SunTrust 2004 - 2006
SunTrust 1998 - 2006
Washington Mutual 2002 - 2004
Education
Florida Atlantic University 2001 — 2004
MBA, Financial Planning
Florida State University - College of Business 1994 — 1998
BS, Finance
Ed Wilson Ed Wilson's Northern Trust Experience 2003 - 2005
Job Director & Senior Portfolio Manager at Webster Private Bank
Industry Financial Services
Experience
Webster Private Bank May 2014 - Present
Wells Fargo Advisors, LLC June 2010 - May 2014
JPMorgan 2005 - June 2010
Northern Trust 2003 - 2005
Citigroup Private Bank April 1997 - July 2003
Prudential Financial July 1992 - April 1997
Chase Manhattan Bank 1985 - 1987
Skills
Finance, Wealth Management, Investments, Insurance, Alternative Investments, Series 7, Portfolio Management, Asset Allocation, Asset Management, Equities, Hedge Funds, Fixed Income, Mutual Funds, Investment Advisory
Education
Fordham University - Graduate School of Business Administration 1997 — 1998
MBA, Finance
Certified Financial Planner Board of Standards, Inc.
CERTIFIED FINANCIAL PLANNER™, CERTIFIED FINANCIAL PLANNER™ Professional
Fairfield University 1981 — 1985
Bachelor of Science, Finance
Stepinac
Webster Private Bank May 2014 - Present
Wells Fargo Advisors, LLC June 2010 - May 2014
JPMorgan 2005 - June 2010
Northern Trust 2003 - 2005
Citigroup Private Bank April 1997 - July 2003
Prudential Financial July 1992 - April 1997
Chase Manhattan Bank 1985 - 1987
Skills
Finance, Wealth Management, Investments, Insurance, Alternative Investments, Series 7, Portfolio Management, Asset Allocation, Asset Management, Equities, Hedge Funds, Fixed Income, Mutual Funds, Investment Advisory
Education
Fordham University - Graduate School of Business Administration 1997 — 1998
MBA, Finance
Certified Financial Planner Board of Standards, Inc.
CERTIFIED FINANCIAL PLANNER™, CERTIFIED FINANCIAL PLANNER™ Professional
Fairfield University 1981 — 1985
Bachelor of Science, Finance
Stepinac
Patricia Amat y Leon's Northern Trust Experience January 2011 - Present
Job Associate Portfolio Manager at Northern Trust
Industry Financial Services
Experience
Northern Trust January 2011 - Present
Northern Trust January 2005 - December 2011
Coldwell Banker Real Estate 1995 - 2004
Skills
Investment Strategies, Investments, Asset Allocation, Portfolio Management, Wealth Management, Mutual Funds, Project Management, Asset Management, Separately Managed..., Wealth Management..., Investment Management, Financial Services
Education
Florida International University 1987 — 1989
Bachelor of Arts (B.A.), Liberal Arts and Sciences, General Studies and Humanities
University of Miami 2007 — 2010
CFP Candidate, Financial Planning, Non Credit Curriculum
Northern Trust January 2011 - Present
Northern Trust January 2005 - December 2011
Coldwell Banker Real Estate 1995 - 2004
Skills
Investment Strategies, Investments, Asset Allocation, Portfolio Management, Wealth Management, Mutual Funds, Project Management, Asset Management, Separately Managed..., Wealth Management..., Investment Management, Financial Services
Education
Florida International University 1987 — 1989
Bachelor of Arts (B.A.), Liberal Arts and Sciences, General Studies and Humanities
University of Miami 2007 — 2010
CFP Candidate, Financial Planning, Non Credit Curriculum
Stephen LaForte Stephen LaForte's Northern Trust Experience March 2004 - March 2007
Job Senior Director of Portfolio Management at BNY Mellon Wealth Management
Industry Investment Management
Experience
BNY Mellon Wealth Management February 2015 - Present
BNY Mellon March 2007 - Present
Northern Trust March 2004 - March 2007
Skills
Wealth Management, Asset Allocation, Mutual Funds, Portfolio Management, Alternative Investments, Equities, Fixed Income, Asset Managment, Hedge Funds, Bloomberg, Bonds, Investment Strategies, Investment Management, Investments, Private Banking, High Net Worth..., Strategic Financial..., Financial Analysis, Loans, Retirement, Banking, Financial Services, Wealth Management..., Investment Advisory, Trading, Financial Markets, Retirement Planning, Wealth, Relationship Management, Trust Services, ETFs, Institutional..., Financial Advisory, Portfolio Optimization, Tactical Asset..., Fixed Income Analysis, Credit Analysis, Emerging Markets, Estate Planning, Finance, Hedging, High Yield, Fixed Income Portfolio..., Securities, Series 7, Capital Markets, FX Options, Asset Management, Risk Management
Education
Nova Southeastern University 2007 — 2009
Master of Business Administration (MBA), Honor society top 20% of class
Florida Atlantic University 1996 — 2000
Bachelor of Business Administration (B.B.A.), Finance
BNY Mellon Wealth Management February 2015 - Present
BNY Mellon March 2007 - Present
Northern Trust March 2004 - March 2007
Skills
Wealth Management, Asset Allocation, Mutual Funds, Portfolio Management, Alternative Investments, Equities, Fixed Income, Asset Managment, Hedge Funds, Bloomberg, Bonds, Investment Strategies, Investment Management, Investments, Private Banking, High Net Worth..., Strategic Financial..., Financial Analysis, Loans, Retirement, Banking, Financial Services, Wealth Management..., Investment Advisory, Trading, Financial Markets, Retirement Planning, Wealth, Relationship Management, Trust Services, ETFs, Institutional..., Financial Advisory, Portfolio Optimization, Tactical Asset..., Fixed Income Analysis, Credit Analysis, Emerging Markets, Estate Planning, Finance, Hedging, High Yield, Fixed Income Portfolio..., Securities, Series 7, Capital Markets, FX Options, Asset Management, Risk Management
Education
Nova Southeastern University 2007 — 2009
Master of Business Administration (MBA), Honor society top 20% of class
Florida Atlantic University 1996 — 2000
Bachelor of Business Administration (B.B.A.), Finance
Colby Masterson Colby Masterson's Northern Trust Experience April 2011 - July 2013
Job Owner/Partner at Frey, Masterson Investment Advisors
Industry Financial Services
Experience
Frey, Masterson Investment Advisors August 2013 - Present
Give Hope Foundation January 2009 - Present
Police Athletic League of St. Petersburg July 2011 - Present
Northern Trust April 2011 - July 2013
JonesTrading 2007 - April 2011
Gay & Gordon, Attorneys at Law May 2006 - December 2007
Skills
Series 7, 63 Licenses, Excel, Estate Planning, Financial Planning, Customer Relations, Securities, Investments, Asset Management, Equities, Trusts, Customer Service, Asset Managment, Strategic Financial..., Microsoft Excel, Finance, Asset Allocation, Wealth Management..., Mutual Funds, Bloomberg, Alternative Investments, Wealth Management, Investment Management, Hedge Funds
Education
Florida State University College of Law 2003 — 2006
Juris Doctor
Florida State University 2000 — 2003
Bachelor of Science, Sociology, Magna Cum Laude
Frey, Masterson Investment Advisors August 2013 - Present
Give Hope Foundation January 2009 - Present
Police Athletic League of St. Petersburg July 2011 - Present
Northern Trust April 2011 - July 2013
JonesTrading 2007 - April 2011
Gay & Gordon, Attorneys at Law May 2006 - December 2007
Skills
Series 7, 63 Licenses, Excel, Estate Planning, Financial Planning, Customer Relations, Securities, Investments, Asset Management, Equities, Trusts, Customer Service, Asset Managment, Strategic Financial..., Microsoft Excel, Finance, Asset Allocation, Wealth Management..., Mutual Funds, Bloomberg, Alternative Investments, Wealth Management, Investment Management, Hedge Funds
Education
Florida State University College of Law 2003 — 2006
Juris Doctor
Florida State University 2000 — 2003
Bachelor of Science, Sociology, Magna Cum Laude
Monika Kowalska Monika Kowalska's Northern Trust Experience December 2011 - October 2012
Job Associate Alternative Investments Services at Goldman Sachs Asset Management
Industry Investment Management
Experience
Goldman Sachs October 2012 - Present
Northern Trust December 2011 - October 2012
Northern Trust October 2008 - December 2011
Northern Trust May 2007 - October 2008
FinanSure November 2003 - May 2007
Skills
Bloomberg, Derivatives, Financial Modeling, Financial Analysis, Hedge Funds, Valuation, Asset Management, Alternative Investments, Portfolio Management, Risk Management
Education
Elmhurst College 1999 — 2003
Bachelor, Finance
Goldman Sachs October 2012 - Present
Northern Trust December 2011 - October 2012
Northern Trust October 2008 - December 2011
Northern Trust May 2007 - October 2008
FinanSure November 2003 - May 2007
Skills
Bloomberg, Derivatives, Financial Modeling, Financial Analysis, Hedge Funds, Valuation, Asset Management, Alternative Investments, Portfolio Management, Risk Management
Education
Elmhurst College 1999 — 2003
Bachelor, Finance
Ronald Quinlan, CFA's Northern Trust Experience November 2013 - Present
Job Vice President, Portfolio Manager at Northern Trust
Industry Investment Management
Experience
Northern Trust November 2013 - Present
Comerica Asset Management February 2007 - November 2013
Coulter Financial Advisors November 1999 - February 2007
Skills
Chartered Financial..., Certified Financial..., Certified Trust and..., Portfolio Management, Asset Allocation, Tactical Asset..., Options Strategies, Investment Management, Economic Research, Investment Strategies, High Net Worth..., Wealth Management..., Investment Advisory, Banking, Strategic Financial..., Bonds, Finance, Wealth Management, Fixed Income, IRAs, Securities, Private Banking, Alternative Investments, Mutual Funds, Hedge Funds, Series 7, Investments, ETFs, Trusts
Education
Florida Atlantic University
BBA, Finance
Palm Beach Atlantic University 1994 — 1996
Bachelor of Business Administration, Finance
Northern Trust November 2013 - Present
Comerica Asset Management February 2007 - November 2013
Coulter Financial Advisors November 1999 - February 2007
Skills
Chartered Financial..., Certified Financial..., Certified Trust and..., Portfolio Management, Asset Allocation, Tactical Asset..., Options Strategies, Investment Management, Economic Research, Investment Strategies, High Net Worth..., Wealth Management..., Investment Advisory, Banking, Strategic Financial..., Bonds, Finance, Wealth Management, Fixed Income, IRAs, Securities, Private Banking, Alternative Investments, Mutual Funds, Hedge Funds, Series 7, Investments, ETFs, Trusts
Education
Florida Atlantic University
BBA, Finance
Palm Beach Atlantic University 1994 — 1996
Bachelor of Business Administration, Finance
Mohd Fahmi Kamaludin (Mode) Mohd Fahmi Kamaludin (Mode)'s Northern Trust Experience January 2012 - June 2012
Job Independent Business Intelligence Consultant
Industry Information Technology and Services
Experience
University of Chicago October 2014 - July 2015
Mondelēz International April 2014 - May 2015
Taproot Foundation July 2013 - December 2013
GKIC - Glazer-Kennedy Insider's Circle September 2012 - April 2013
Kraft Foods June 2012 - August 2012
Northern Trust January 2012 - June 2012
Kraft Foods December 2010 - November 2011
Nationwide Insurance February 2008 - August 2010
VeriSign July 2006 - January 2008
Skills
Business Intelligence, PL/SQL, Business Objects, SDLC, Visio, Data Warehousing, Crystal Reports, Requirements Analysis, SQL, Business Analysis, Oracle, ETL, Process Improvement, Microsoft SQL Server, Databases, Data Modeling
Education
Florida State University
University of Wisconsin-Madison
B.S.
University of Chicago October 2014 - July 2015
Mondelēz International April 2014 - May 2015
Taproot Foundation July 2013 - December 2013
GKIC - Glazer-Kennedy Insider's Circle September 2012 - April 2013
Kraft Foods June 2012 - August 2012
Northern Trust January 2012 - June 2012
Kraft Foods December 2010 - November 2011
Nationwide Insurance February 2008 - August 2010
VeriSign July 2006 - January 2008
Skills
Business Intelligence, PL/SQL, Business Objects, SDLC, Visio, Data Warehousing, Crystal Reports, Requirements Analysis, SQL, Business Analysis, Oracle, ETL, Process Improvement, Microsoft SQL Server, Databases, Data Modeling
Education
Florida State University
University of Wisconsin-Madison
B.S.
Tracy Lindon Tracy Lindon's Northern Trust Experience September 2011 - September 2014
Job Benefits Counselor at Colonial Life
Industry Human Resources
Experience
Eastern Michigan University September 2015 - Present
Colonial Life September 2015 - Present
Northern Trust September 2011 - September 2014
Anime Milwaukee Convention September 2012 - February 2014
The University of Iowa August 2010 - May 2011
Summer of the Arts January 2010 - August 2010
Skills
Microsoft Office, Volunteer Management, Marketing, Training, Recruiting, Public Speaking, Leadership, Sponsorship, Management, Social Networking, Client Services, Human Resources, Relationship Management, Teamwork, Data Analysis, Retirement Benefits, Life Insurance, Disability Benefits, Health Benefits..., Supplemental Health
Education
Eastern Michigan University 2014 — 2016
Master's Degree, Human Resources Development, 4.0
University of Iowa - Henry B. Tippie College of Business 2007 — 2011
B.B.A, Managemnt
Eastern Michigan University September 2015 - Present
Colonial Life September 2015 - Present
Northern Trust September 2011 - September 2014
Anime Milwaukee Convention September 2012 - February 2014
The University of Iowa August 2010 - May 2011
Summer of the Arts January 2010 - August 2010
Skills
Microsoft Office, Volunteer Management, Marketing, Training, Recruiting, Public Speaking, Leadership, Sponsorship, Management, Social Networking, Client Services, Human Resources, Relationship Management, Teamwork, Data Analysis, Retirement Benefits, Life Insurance, Disability Benefits, Health Benefits..., Supplemental Health
Education
Eastern Michigan University 2014 — 2016
Master's Degree, Human Resources Development, 4.0
University of Iowa - Henry B. Tippie College of Business 2007 — 2011
B.B.A, Managemnt
Christopher Mahes Christopher Mahes's Northern Trust Experience July 2013 - July 2014
Job Operations Associate at Steinberg Global Asset Management
Industry Financial Services
Experience
Steinberg Global Asset Management, Ltd. July 2014 - Present
Northern Trust July 2013 - July 2014
Brainbow Inc. 2009 - 2011
Circuit City 2006 - 2009
Skills
Financial Modeling, Investment Management, Investments, Financial Analysis, Portfolio Optimization, Portfolio Management, Fixed Income, Equities, Capital IQ, Bloomberg, Equity Research Analysis, Valuation, Capital Markets, Account Reconciliation, Equity Research, Variance Analysis, Accounting, Hedge Funds, Market Research, Microsoft Office, Microsoft Excel, Alternative Investments, Data Analysis, Mergers & Acquisitions, Statistics, Econometrics, Quantitative Finance, PowerPoint, Stata, Advent Portfolio..., APX, REX, Corporate Actions, Fixed Income Analysis, Corporate Finance, Finance, Private Equity, @Risk, Regression Analysis, Markowitz Portfolio..., Decision Analysis, Capital Budgeting, Capital Project Analysis, Project Finance, Forecasting, Cash Flow Forecasting, Free Cash Flow, Mutual Funds, Asset Allocation, Client Relations
Education
Florida International University 2013 — 2014
Master of Science (MS), Finance, 3.92
Florida Atlantic University 2011 — 2013
Bachelor of Science (B.S.), Finance and Economics - Summa Cum Laude, 3.92
Steinberg Global Asset Management, Ltd. July 2014 - Present
Northern Trust July 2013 - July 2014
Brainbow Inc. 2009 - 2011
Circuit City 2006 - 2009
Skills
Financial Modeling, Investment Management, Investments, Financial Analysis, Portfolio Optimization, Portfolio Management, Fixed Income, Equities, Capital IQ, Bloomberg, Equity Research Analysis, Valuation, Capital Markets, Account Reconciliation, Equity Research, Variance Analysis, Accounting, Hedge Funds, Market Research, Microsoft Office, Microsoft Excel, Alternative Investments, Data Analysis, Mergers & Acquisitions, Statistics, Econometrics, Quantitative Finance, PowerPoint, Stata, Advent Portfolio..., APX, REX, Corporate Actions, Fixed Income Analysis, Corporate Finance, Finance, Private Equity, @Risk, Regression Analysis, Markowitz Portfolio..., Decision Analysis, Capital Budgeting, Capital Project Analysis, Project Finance, Forecasting, Cash Flow Forecasting, Free Cash Flow, Mutual Funds, Asset Allocation, Client Relations
Education
Florida International University 2013 — 2014
Master of Science (MS), Finance, 3.92
Florida Atlantic University 2011 — 2013
Bachelor of Science (B.S.), Finance and Economics - Summa Cum Laude, 3.92
Sudip Singh Sudip Singh's Northern Trust Experience June 2009 - August 2009
Job MBA Class of 2017 at Harvard Business School
Industry Higher Education
Experience
Consumer Financial Protection Bureau June 2013 - June 2015
Social Finance, Inc. March 2013 - May 2013
Goldman Sachs July 2011 - February 2013
University of Texas at Austin August 2007 - May 2011
Goldman Sachs June 2010 - August 2010
Northern Trust June 2009 - August 2009
Education
Harvard Business School 2015 — 2017
Master of Business Administration (M.B.A.)
The University of Texas at Austin - Red McCombs School of Business 2007 — 2011
BBA/BA, Business Honors, Finance, French
ESCP Europe 2010 — 2010
Semester Exchange Program
Consumer Financial Protection Bureau June 2013 - June 2015
Social Finance, Inc. March 2013 - May 2013
Goldman Sachs July 2011 - February 2013
University of Texas at Austin August 2007 - May 2011
Goldman Sachs June 2010 - August 2010
Northern Trust June 2009 - August 2009
Education
Harvard Business School 2015 — 2017
Master of Business Administration (M.B.A.)
The University of Texas at Austin - Red McCombs School of Business 2007 — 2011
BBA/BA, Business Honors, Finance, French
ESCP Europe 2010 — 2010
Semester Exchange Program
Douglas Rosen Douglas Rosen's Northern Trust Experience 2002 - 2006
Job Vice President Private Wealth Advisor at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs June 2010 - Present
Merrill Lynch August 2006 - June 2010
Northern Trust 2002 - 2006
Aon 2000 - 2001
Skills
Investment Management, Estate Planning, High Net Worth..., Wealth, Investments, Portfolio Management, Asset Management
Education
Northwestern University - Kellogg School of Management 2005 — 2008
MBA, Finance, Management & Strategy, Marketing
Emory University 1995 — 1999
Bachelor's degree
Goldman Sachs June 2010 - Present
Merrill Lynch August 2006 - June 2010
Northern Trust 2002 - 2006
Aon 2000 - 2001
Skills
Investment Management, Estate Planning, High Net Worth..., Wealth, Investments, Portfolio Management, Asset Management
Education
Northwestern University - Kellogg School of Management 2005 — 2008
MBA, Finance, Management & Strategy, Marketing
Emory University 1995 — 1999
Bachelor's degree
Sharon (Byrd) Scott Sharon (Byrd) Scott's Northern Trust Experience 2010 - 2011
Job Associate
Industry Information Technology and Services
Experience
JPMorgan Chase September 2011 - Present
Northern Trust 2010 - 2011
JPMorgan 2004 - 2009
Banc One Capital Markets, Inc 2001 - 2004
ABN AMRO 1993 - 2001
Education
Florida Agricultural and Mechanical University
B.S., Business Administration
JPMorgan Chase September 2011 - Present
Northern Trust 2010 - 2011
JPMorgan 2004 - 2009
Banc One Capital Markets, Inc 2001 - 2004
ABN AMRO 1993 - 2001
Education
Florida Agricultural and Mechanical University
B.S., Business Administration
Samuel Floyd's Northern Trust Experience May 2010 - July 2010
Job Private Banking Analyst at J.P. Morgan
Industry Banking
Experience
DRILL NY July 2013 - Present
J.P. Morgan July 2012 - Present
J.P. Morgan June 2011 - August 2011
Northern Trust May 2010 - July 2010
Hands On Atlanta May 2007 - August 2007
Skills
Finance, Investments, Banking, Leadership, Investment Banking, PowerPoint, Microsoft Office, Microsoft Excel, Equities, Analysis, Public Speaking, Microsoft Word, Accounting, Economics, Portfolio Management, Project Management, Financial Reporting, Management, Tactical Asset..., Event Planning, Event Management, Brand Development, Brand Management
Education
Florida Agricultural and Mechanical University 2008 — 2012
Bachelor's, Business Administration
DRILL NY July 2013 - Present
J.P. Morgan July 2012 - Present
J.P. Morgan June 2011 - August 2011
Northern Trust May 2010 - July 2010
Hands On Atlanta May 2007 - August 2007
Skills
Finance, Investments, Banking, Leadership, Investment Banking, PowerPoint, Microsoft Office, Microsoft Excel, Equities, Analysis, Public Speaking, Microsoft Word, Accounting, Economics, Portfolio Management, Project Management, Financial Reporting, Management, Tactical Asset..., Event Planning, Event Management, Brand Development, Brand Management
Education
Florida Agricultural and Mechanical University 2008 — 2012
Bachelor's, Business Administration
Sandra Casareale Sandra Casareale's Northern Trust Experience 2006 - 2007
Job Realtor Associate at Cervera Real Estate, Inc
Industry Real Estate
Experience
Cervera Real Estate June 2014 - Present
RevOptimum February 2013 - September 2014
JR Sosa Properties February 2013 - June 2014
The Savoy Hotel May 2007 - April 2012
Northern Trust 2006 - 2007
Wyeth Pharmaceuticals June 2004 - December 2005
Don Shula's Hotel & Golf Club June 1999 - May 2004
Loews Hotels August 1998 - May 1999
Don Shula's Hotel February 1995 - August 1998
Skills
Hotels, Hotel Management, Hospitality, Sales & Marketing..., Revenue Forecasting, Yield Management, Pre-opening experience, Rooms Division, Training, E-commerce, Real Estate, Investment Properties, Sales, Revenue Analysis, Hospitality Industry, Resorts, Event Planning, Event Management, Hospitality Management, Food & Beverage, Tourism, Front Office, Customer Service, Hotel Booking, Sales Management, Property Management..., OnQ, Meeting Planning, Opening Hotels, Convention Services, Lodging, Pre-opening, Guest Service Management, Catering, Luxury, Opera, Micros, Banquets, Concierge Services, Leisure, Reservation, Restaurants
Education
Florida International University 1994 — 1997
BS, Hospitality
Cervera Real Estate June 2014 - Present
RevOptimum February 2013 - September 2014
JR Sosa Properties February 2013 - June 2014
The Savoy Hotel May 2007 - April 2012
Northern Trust 2006 - 2007
Wyeth Pharmaceuticals June 2004 - December 2005
Don Shula's Hotel & Golf Club June 1999 - May 2004
Loews Hotels August 1998 - May 1999
Don Shula's Hotel February 1995 - August 1998
Skills
Hotels, Hotel Management, Hospitality, Sales & Marketing..., Revenue Forecasting, Yield Management, Pre-opening experience, Rooms Division, Training, E-commerce, Real Estate, Investment Properties, Sales, Revenue Analysis, Hospitality Industry, Resorts, Event Planning, Event Management, Hospitality Management, Food & Beverage, Tourism, Front Office, Customer Service, Hotel Booking, Sales Management, Property Management..., OnQ, Meeting Planning, Opening Hotels, Convention Services, Lodging, Pre-opening, Guest Service Management, Catering, Luxury, Opera, Micros, Banquets, Concierge Services, Leisure, Reservation, Restaurants
Education
Florida International University 1994 — 1997
BS, Hospitality
Kory M. Walker, CFP® Kory M. Walker, CFP®'s Northern Trust Experience July 2007 - Present
Job Vice President at Northern Trust
Industry Financial Services
Experience
Northern Trust July 2007 - Present
Fifth Third Bank March 2005 - July 2007
Bank of America December 1995 - March 2005
Skills
Wealth Management, Strategic Financial..., Portfolio Management, Investments, High Net Worth..., Personal Trust..., Financial Analysis, Banking, Retirement Planning, Wealth Management..., Trusts, Asset Management, Trust Services, Asset Allocation, Investment Advisory, Estate Planning
Education
University of Oklahoma 1991 — 1995
Bachelor of Business Administration (B.B.A.), Accounting
Florida State University
Certificate in Financial Planning
Northern Trust July 2007 - Present
Fifth Third Bank March 2005 - July 2007
Bank of America December 1995 - March 2005
Skills
Wealth Management, Strategic Financial..., Portfolio Management, Investments, High Net Worth..., Personal Trust..., Financial Analysis, Banking, Retirement Planning, Wealth Management..., Trusts, Asset Management, Trust Services, Asset Allocation, Investment Advisory, Estate Planning
Education
University of Oklahoma 1991 — 1995
Bachelor of Business Administration (B.B.A.), Accounting
Florida State University
Certificate in Financial Planning
Elio D. Rodriguez Elio D. Rodriguez's Northern Trust Experience March 2000 - September 2004
Job Frontline Support Analyst at Gibraltar Private Bank & Trust
Industry Financial Services
Experience
Gibraltar Private Bank & Trust September 2015 - Present
Mercantil Commercebank, N.A. May 2015 - August 2015
Solomon Edwards Group LLC February 2015 - March 2015
Popular Community Bank January 2010 - February 2015
Burger King Corporation August 2009 - January 2010
Wachovia Bank June 2007 - March 2008
Allstate Insurance 2008 - 2008
Bank of America December 2005 - May 2007
Colonial Bank September 2004 - November 2005
Northern Trust March 2000 - September 2004
Skills
Finance, Financial Analysis, Wealth Management, Asset Management, Banking, Financial Services, Portfolio Management, Management, Commercial Banking, Credit, Risk Management, Asset Allocation, Private Banking, Investments, Retail Banking, Estate Planning, Analysis, Corporate Finance, Accounting
Education
Florida International University 1990 — 1993
Bachelor's, Business - Finance
Miami Dade College 1987 — 1990
A.A., Business Administration
Miami Senior High School 1984 — 1987
High School
Gibraltar Private Bank & Trust September 2015 - Present
Mercantil Commercebank, N.A. May 2015 - August 2015
Solomon Edwards Group LLC February 2015 - March 2015
Popular Community Bank January 2010 - February 2015
Burger King Corporation August 2009 - January 2010
Wachovia Bank June 2007 - March 2008
Allstate Insurance 2008 - 2008
Bank of America December 2005 - May 2007
Colonial Bank September 2004 - November 2005
Northern Trust March 2000 - September 2004
Skills
Finance, Financial Analysis, Wealth Management, Asset Management, Banking, Financial Services, Portfolio Management, Management, Commercial Banking, Credit, Risk Management, Asset Allocation, Private Banking, Investments, Retail Banking, Estate Planning, Analysis, Corporate Finance, Accounting
Education
Florida International University 1990 — 1993
Bachelor's, Business - Finance
Miami Dade College 1987 — 1990
A.A., Business Administration
Miami Senior High School 1984 — 1987
High School
Anthony Underwood, CFA's Northern Trust Experience October 2012 - January 2013
Job Operations Analyst at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch June 2013 - Present
Allstate April 2013 - April 2013
Northern Trust October 2012 - January 2013
Tower Hill Trading January 2012 - October 2012
Zacks Investment Research March 2011 - August 2011
JPMorgan Chase May 2008 - July 2009
MetLife July 2004 - April 2008
Skills
Investments, Mutual Funds, Equities, Asset Allocation, Finance, Loans, Mortgage Lending, Insurance, Trading, Customer Service, Financial Advisory, Underwriting, Microsoft Excel, Retirement, Fixed Annuities, PeopleSoft, Financial Services
Education
Florida State University 1999 — 2003
Bachelors of Science, Finance
Florida State University 1999 — 2003
Bachelors of Science, Management Information Systems
Bank of America Merrill Lynch June 2013 - Present
Allstate April 2013 - April 2013
Northern Trust October 2012 - January 2013
Tower Hill Trading January 2012 - October 2012
Zacks Investment Research March 2011 - August 2011
JPMorgan Chase May 2008 - July 2009
MetLife July 2004 - April 2008
Skills
Investments, Mutual Funds, Equities, Asset Allocation, Finance, Loans, Mortgage Lending, Insurance, Trading, Customer Service, Financial Advisory, Underwriting, Microsoft Excel, Retirement, Fixed Annuities, PeopleSoft, Financial Services
Education
Florida State University 1999 — 2003
Bachelors of Science, Finance
Florida State University 1999 — 2003
Bachelors of Science, Management Information Systems
Paul Hudson's Northern Trust Experience February 1996 - May 2012
Job Managing Director at U.S. Trust
Industry Financial Services
Experience
U.S. Trust May 2012 - Present
Northern Trust February 1996 - May 2012
Merrill Lynch March 1994 - February 1996
Skills
Wealth Management, Portfolio Management, Management, Strategic Financial..., Investments, Leadership, Investment Advisory, Estate Planning, Philanthropy, High Net Worth..., Commercial Banking, Asset Allocation, Asset Managment, Wealth Management..., Fundraising, Commercial Mortgages, Real Estate, Trust Services, Series 7, Asset Management, Mutual Funds, Contract Negotiation, Investment Management, Trusts, Wealth, Retirement Planning, Financial Analysis, Investment Strategies, Alternative Investments, Securities, Financial Advisory, Equities, 401k, Private Banking, Financial Planners, Retirement, Estate Tax Planning, IRAs, Certified Financial..., Uniform Combined State..., Financial Planning
Education
Florida State University 1988 — 1992
Bachelor of Science (BS), Finance, General
Lemon Bay High School
U.S. Trust May 2012 - Present
Northern Trust February 1996 - May 2012
Merrill Lynch March 1994 - February 1996
Skills
Wealth Management, Portfolio Management, Management, Strategic Financial..., Investments, Leadership, Investment Advisory, Estate Planning, Philanthropy, High Net Worth..., Commercial Banking, Asset Allocation, Asset Managment, Wealth Management..., Fundraising, Commercial Mortgages, Real Estate, Trust Services, Series 7, Asset Management, Mutual Funds, Contract Negotiation, Investment Management, Trusts, Wealth, Retirement Planning, Financial Analysis, Investment Strategies, Alternative Investments, Securities, Financial Advisory, Equities, 401k, Private Banking, Financial Planners, Retirement, Estate Tax Planning, IRAs, Certified Financial..., Uniform Combined State..., Financial Planning
Education
Florida State University 1988 — 1992
Bachelor of Science (BS), Finance, General
Lemon Bay High School
Belinda (Sweat) Ellingson's Northern Trust Experience December 2013 - Present
Job Administrative Assistant at Northern Trust
Industry Financial Services
Experience
Northern Trust December 2013 - Present
Global Tower Partners June 2013 - December 2013
Global Tower Partners March 2012 - June 2013
Skills
Microsoft Excel, Financial Analysis, Contract Negotiation, Financial Modeling, Due Diligence, Customer Service, Mergers & Acquisitions, Process Improvement, Strategic Planning, Budgets, Real Estate
Education
Florida Atlantic University 2011 — 2013
Bachelor of Science (B.S.), Finance, Minor in Economics
State College of Florida-Manatee-Sarasota 2009 — 2011
Associate of Arts
Northern Trust December 2013 - Present
Global Tower Partners June 2013 - December 2013
Global Tower Partners March 2012 - June 2013
Skills
Microsoft Excel, Financial Analysis, Contract Negotiation, Financial Modeling, Due Diligence, Customer Service, Mergers & Acquisitions, Process Improvement, Strategic Planning, Budgets, Real Estate
Education
Florida Atlantic University 2011 — 2013
Bachelor of Science (B.S.), Finance, Minor in Economics
State College of Florida-Manatee-Sarasota 2009 — 2011
Associate of Arts
Sheryl Cruz Sheryl Cruz's Northern Trust Experience October 2011 - Present
Job Senior Investment Consultant
Industry Financial Services
Experience
Northern Trust October 2011 - Present
MetLife Investors May 2009 - September 2011
Merrill Lynch 2003 - 2009
Euro MTS January 2002 - July 2003
GE Capital January 2001 - January 2002
DZ Bank November 1998 - January 2002
Skills
Banking, Strategic Financial..., Wealth Management, Equities, Financial Analysis, Investments, Asset Allocation, Asset Managment, Portfolio Management, Alternative Investments, Fixed Income, Wealth Management..., Series 7, Derivatives, Retirement Planning, Mutual Funds, Investment Advisory, Capital Markets, Financial Modeling, Bonds, Risk Management, Financial Advisory, Securities
Education
Eastern Michigan University 1993 — 1998
BBA, Finance and German
Northern Trust October 2011 - Present
MetLife Investors May 2009 - September 2011
Merrill Lynch 2003 - 2009
Euro MTS January 2002 - July 2003
GE Capital January 2001 - January 2002
DZ Bank November 1998 - January 2002
Skills
Banking, Strategic Financial..., Wealth Management, Equities, Financial Analysis, Investments, Asset Allocation, Asset Managment, Portfolio Management, Alternative Investments, Fixed Income, Wealth Management..., Series 7, Derivatives, Retirement Planning, Mutual Funds, Investment Advisory, Capital Markets, Financial Modeling, Bonds, Risk Management, Financial Advisory, Securities
Education
Eastern Michigan University 1993 — 1998
BBA, Finance and German
Debra Incera's Northern Trust Experience December 1980 - Present
Job Senior Vice President Wealth Advisory Services at Northern Trust
Industry Financial Services
Experience
Northern Trust December 1980 - Present
Peat Marwick Mitchell CPAs June 1979 - December 1980
Skills
Financial Planning, Strategic Financial..., Tax, Investments, Wealth, Financial Advisory, Accounting, Financial Services, Estate Planning, Finance
Education
University of Miami 2008 — 2010
Financial Planning Cerificate Program, Personal Financial Planning
Florida International University - College of Business Administration 1985 — 1987
M.A., Taxation
University of Florida 1975 — 1979
BSBA, Accounting
Northern Trust December 1980 - Present
Peat Marwick Mitchell CPAs June 1979 - December 1980
Skills
Financial Planning, Strategic Financial..., Tax, Investments, Wealth, Financial Advisory, Accounting, Financial Services, Estate Planning, Finance
Education
University of Miami 2008 — 2010
Financial Planning Cerificate Program, Personal Financial Planning
Florida International University - College of Business Administration 1985 — 1987
M.A., Taxation
University of Florida 1975 — 1979
BSBA, Accounting
Kenneth Thomas, CFA's Northern Trust Experience August 2010 - September 2014
Job Portfolio Manager at The Huntington Trust
Industry Financial Services
Experience
Huntington National Bank September 2014 - Present
Northern Trust August 2010 - September 2014
PNC Wealth Management September 2008 - August 2010
US Trust April 2002 - July 2007
Skills
Asset Management, Investments, Asset, Wealth, Asset Allocation, Wealth Management..., Investment Strategies, Alternative Investments, Mutual Funds, Portfolio Management, Investment Management, Wealth Management, Series 7, Fixed Income, Equities, Investment Advisory, Trusts
Education
Florida Atlantic University 1999 — 2001
MBA, Finance
Loyola College in Maryland 1992 — 1997
BA, Psychology
Huntington National Bank September 2014 - Present
Northern Trust August 2010 - September 2014
PNC Wealth Management September 2008 - August 2010
US Trust April 2002 - July 2007
Skills
Asset Management, Investments, Asset, Wealth, Asset Allocation, Wealth Management..., Investment Strategies, Alternative Investments, Mutual Funds, Portfolio Management, Investment Management, Wealth Management, Series 7, Fixed Income, Equities, Investment Advisory, Trusts
Education
Florida Atlantic University 1999 — 2001
MBA, Finance
Loyola College in Maryland 1992 — 1997
BA, Psychology
Nick Keseric Nick Keseric's Northern Trust Experience 1982 - 2004
Job President at The Marketing Seeds, Co.
Industry Management Consulting
Experience
The Marketing Seeds, Co. 2013 - Present
MPS 2006 - 2013
US Trust 2004 - 2005
Northern Trust 1982 - 2004
Skills
Strategic Planning, Business Development, Banking, Financial Reporting, Public Relations, Marketing Strategy, Financial Analysis, Marketing, Strategy, Mergers & Acquisitions, Portfolio Management, Accounting, Due Diligence, Outsourcing, Payroll, Risk Management, Asset Management, New Business Development, Investments, Financial Services, Wealth Management, Practice Development, Marketing Communications, Management Consulting
Education
Elmhurst College
The Marketing Seeds, Co. 2013 - Present
MPS 2006 - 2013
US Trust 2004 - 2005
Northern Trust 1982 - 2004
Skills
Strategic Planning, Business Development, Banking, Financial Reporting, Public Relations, Marketing Strategy, Financial Analysis, Marketing, Strategy, Mergers & Acquisitions, Portfolio Management, Accounting, Due Diligence, Outsourcing, Payroll, Risk Management, Asset Management, New Business Development, Investments, Financial Services, Wealth Management, Practice Development, Marketing Communications, Management Consulting
Education
Elmhurst College
Tim Crunk Tim Crunk's Northern Trust Experience September 2003 - Present
Job VP Business Support at Northern Trust
Industry Banking
Experience
Northern Trust September 2003 - Present
Northern Trust Bank 2002 - Present
American Imaging Management April 2003 - September 2004
United Healthcare February 1996 - March 2000
Skills
Business Objects, Business Analysis, Process Improvement, Requirements Analysis, Change Management, Project Management, Analysis, Asset Managment, Wealth Management, Microsoft SQL Server, IT Strategy, Vendor Management, Business Process..., Visio, Asset Management, SDLC
Education
Quinlan School of Business, Loyola University Chicago 2006 — 2008
Eastern Illinois University 1990 — 1992
Computer Management
Elgin Community College 1985 — 1988
Associate of Science, Computer
Northern Trust September 2003 - Present
Northern Trust Bank 2002 - Present
American Imaging Management April 2003 - September 2004
United Healthcare February 1996 - March 2000
Skills
Business Objects, Business Analysis, Process Improvement, Requirements Analysis, Change Management, Project Management, Analysis, Asset Managment, Wealth Management, Microsoft SQL Server, IT Strategy, Vendor Management, Business Process..., Visio, Asset Management, SDLC
Education
Quinlan School of Business, Loyola University Chicago 2006 — 2008
Eastern Illinois University 1990 — 1992
Computer Management
Elgin Community College 1985 — 1988
Associate of Science, Computer
Angela Larson, CTPA Angela Larson, CTPA's Northern Trust Experience September 2014 - Present
Job Financial Analyst at The Northern Trust Company
Industry Financial Services
Experience
Northern Trust September 2014 - Present
Northern Trust August 2013 - August 2014
Northern Trust June 2013 - August 2013
Sears Holdings Corporation May 2012 - July 2012
DSW May 2010 - May 2012
Northwestern Mutual May 2011 - August 2011
Oberweis Dairy June 2007 - December 2009
Skills
Customer Service, Microsoft Excel, Inventory Management, PowerPoint, Microsoft Word, Time Management, Microsoft Office, Retail, Sales, Financial Analysis, Finance, Access, Management, Analysis
Education
Northern Illinois University - College of Business 2010 — 2013
Bachelor of Science (B.S.), Finance
Elgin Community College 2010 — 2010
Illinois State University 2009 — 2009
Larkin High School 2005 — 2009
High School Diploma
Northern Trust September 2014 - Present
Northern Trust August 2013 - August 2014
Northern Trust June 2013 - August 2013
Sears Holdings Corporation May 2012 - July 2012
DSW May 2010 - May 2012
Northwestern Mutual May 2011 - August 2011
Oberweis Dairy June 2007 - December 2009
Skills
Customer Service, Microsoft Excel, Inventory Management, PowerPoint, Microsoft Word, Time Management, Microsoft Office, Retail, Sales, Financial Analysis, Finance, Access, Management, Analysis
Education
Northern Illinois University - College of Business 2010 — 2013
Bachelor of Science (B.S.), Finance
Elgin Community College 2010 — 2010
Illinois State University 2009 — 2009
Larkin High School 2005 — 2009
High School Diploma
Barbara Reed's Northern Trust Experience July 2007 - Present
Job Senior Vice President, CFO, Wealth Management East Region at Northern Trust
Industry Financial Services
Experience
Northern Trust July 2007 - Present
Commercial Bankshares, Inc. 1992 - 2007
Skills
Financial Analysis, Banking, Financial Reporting, Management, Finance, Asset Management, Portfolio Management, Public Speaking, Financial Planning, Strategic Planning, Financial Modeling
Education
Florida International University
Master of Business Administration (MBA)
University of Florida
Bachelor of Science (B.S.), Accounting
Northern Trust July 2007 - Present
Commercial Bankshares, Inc. 1992 - 2007
Skills
Financial Analysis, Banking, Financial Reporting, Management, Finance, Asset Management, Portfolio Management, Public Speaking, Financial Planning, Strategic Planning, Financial Modeling
Education
Florida International University
Master of Business Administration (MBA)
University of Florida
Bachelor of Science (B.S.), Accounting
Barbara Lane Barbara Lane's Northern Trust Experience July 2008 - Present
Job Senior Vice President at Northern Trust
Industry Financial Services
Experience
Northern Trust July 2008 - Present
Northern Trust Corporation September 1995 - July 2008
Barnett Bank Trust Company June 1992 - September 1995
First Florida Bank 1989 - 1992
Skills
Investment Advisory, Portfolio Management, Nonprofits, Endowments, Equities, Fixed Income, Wealth Management, Investments, Mutual Funds, Hedge Funds, Alternative Investments, Asset Management, Securities, Asset Allocation, Personal Trust, Capital Markets
Education
University of North Florida 1981 — 1982
Master of Business Administration (MBA), Investments and Securities
Florida Southern College 1977 — 1981
Bachelor of Science (BS), Finance, General
Northern Trust July 2008 - Present
Northern Trust Corporation September 1995 - July 2008
Barnett Bank Trust Company June 1992 - September 1995
First Florida Bank 1989 - 1992
Skills
Investment Advisory, Portfolio Management, Nonprofits, Endowments, Equities, Fixed Income, Wealth Management, Investments, Mutual Funds, Hedge Funds, Alternative Investments, Asset Management, Securities, Asset Allocation, Personal Trust, Capital Markets
Education
University of North Florida 1981 — 1982
Master of Business Administration (MBA), Investments and Securities
Florida Southern College 1977 — 1981
Bachelor of Science (BS), Finance, General
Ben Pringle, CTFA Ben Pringle, CTFA's Northern Trust Experience January 2012 - February 2014
Job Officer, Trust Advisor at The Northern Trust Company
Industry Financial Services
Experience
Northern Trust Wealth Management March 2014 - Present
Northern Trust January 2012 - February 2014
Northern Trust December 2010 - January 2012
Citizens Business Bank January 2010 - December 2010
Skills
Customer Relations, Making It Count, Creative Problem Solving, Can Do Attitude, Team Building, Customer Service, Trust Services, Wealth Management, Investments, Financial Services, Strategy, Personal Trust..., Strategic Planning, Business Analysis, Retirement Planning, Asset Management, Asset Allocation, Mutual Funds, Wealth Management..., Banking, Investment Management, Financial Analysis, Financial Planning, Securities
Education
Cannon Financial Institute 2014 — 2014
Trust III, Personal Trust, CTFA
Cannon Financial Institute 2013 — 2013
Trust II, Personal Trust
Cannon Financial Institute 2011 — 2011
Trust I, Personal Trust
University of California, Santa Barbara 1996 — 2001
MA, Musicology
Florida State University 1991 — 1996
BM, Music History and Literature
Northern Trust Wealth Management March 2014 - Present
Northern Trust January 2012 - February 2014
Northern Trust December 2010 - January 2012
Citizens Business Bank January 2010 - December 2010
Skills
Customer Relations, Making It Count, Creative Problem Solving, Can Do Attitude, Team Building, Customer Service, Trust Services, Wealth Management, Investments, Financial Services, Strategy, Personal Trust..., Strategic Planning, Business Analysis, Retirement Planning, Asset Management, Asset Allocation, Mutual Funds, Wealth Management..., Banking, Investment Management, Financial Analysis, Financial Planning, Securities
Education
Cannon Financial Institute 2014 — 2014
Trust III, Personal Trust, CTFA
Cannon Financial Institute 2013 — 2013
Trust II, Personal Trust
Cannon Financial Institute 2011 — 2011
Trust I, Personal Trust
University of California, Santa Barbara 1996 — 2001
MA, Musicology
Florida State University 1991 — 1996
BM, Music History and Literature
Mey-Ling Perez's Northern Trust Experience March 2008 - Present
Job Private/Commercial Banking & Wealth Management
Industry Banking
Experience
Northern Trust March 2008 - Present
Plus International Bank 2005 - 2007
Flite Line Equipment 2003 - 2005
Skills
Banking, Commercial Lending, CRM, Commercial Banking, Credit, Finance, Financial Modeling, Fundraising, Investments, Loans, Management, Marketing, Portfolio Management, Sales, Strategic Financial..., Analysis, Underwriting
Education
Florida International University 2006 — 2007
MSF, Master in Science of Finance
Florida International University - College of Business Administration 2001 — 2005
Bachelor in Business Administration
Northern Trust March 2008 - Present
Plus International Bank 2005 - 2007
Flite Line Equipment 2003 - 2005
Skills
Banking, Commercial Lending, CRM, Commercial Banking, Credit, Finance, Financial Modeling, Fundraising, Investments, Loans, Management, Marketing, Portfolio Management, Sales, Strategic Financial..., Analysis, Underwriting
Education
Florida International University 2006 — 2007
MSF, Master in Science of Finance
Florida International University - College of Business Administration 2001 — 2005
Bachelor in Business Administration
Brandon Mayotte Brandon Mayotte's Northern Trust Experience August 2012 - March 2014
Job Salesforce Administrator at Jellyvision
Industry Computer Software
Experience
Jellyvision July 2015 - Present
Jellyvision February 2015 - Present
salesforce.com March 2014 - February 2015
Northern Trust August 2012 - March 2014
Ameriprise Financial Services, Inc. 2011 - 2012
Skills
Salesforce.com, Financial Modeling, Microsoft Excel, Derivatives, Bloomberg, Financial Services, Access, PowerPoint, Microsoft Word, Financial Markets, Vlookup, OS X, Visual Basic, Pivot Tables, DCF Valuation, Adobe Creative Suite, Bonds, Morningstar, Relationship Management, CRM
Education
Eastern Michigan University 2006 — 2012
Bachelor of Business Administration (BBA), Finance
Jellyvision July 2015 - Present
Jellyvision February 2015 - Present
salesforce.com March 2014 - February 2015
Northern Trust August 2012 - March 2014
Ameriprise Financial Services, Inc. 2011 - 2012
Skills
Salesforce.com, Financial Modeling, Microsoft Excel, Derivatives, Bloomberg, Financial Services, Access, PowerPoint, Microsoft Word, Financial Markets, Vlookup, OS X, Visual Basic, Pivot Tables, DCF Valuation, Adobe Creative Suite, Bonds, Morningstar, Relationship Management, CRM
Education
Eastern Michigan University 2006 — 2012
Bachelor of Business Administration (BBA), Finance
Patti Kerrigan Connelly Patti Kerrigan Connelly's Northern Trust Experience April 1997 - December 1999
Job Registered Nurse at Palos Community Hospital
Industry Hospital & Health Care
Experience
Palos Community Hospital August 2011 - Present
Northern Trust April 1997 - December 1999
BMO Harris Bank 1990 - 1997
Skills
Nursing, Patient Safety, Inpatient, BLS, Medical/Surgical, Acute Care, CPR Certified, Healthcare Management
Education
Governors State University
Bachelor's Degree, Nursing
Elmhurst College
Bachelors of Science, Business Administration
Palos Community Hospital August 2011 - Present
Northern Trust April 1997 - December 1999
BMO Harris Bank 1990 - 1997
Skills
Nursing, Patient Safety, Inpatient, BLS, Medical/Surgical, Acute Care, CPR Certified, Healthcare Management
Education
Governors State University
Bachelor's Degree, Nursing
Elmhurst College
Bachelors of Science, Business Administration
Peter W. Washington's Northern Trust Experience 2005 - 2007
Job Vice President, CapX Partners
Industry Venture Capital & Private Equity
Experience
CapX Partners February 2012 - Present
CapX Partners March 2009 - February 2012
Comerica Securities June 2008 - August 2008
Northern Trust 2005 - 2007
Banc of America Securities 2002 - 2004
Skills
Private Equity, Strategy, Portfolio Management, Venture Capital, Leveraged Finance, Business Planning, Corporate Finance, Financial Modeling, Valuation
Education
The University of Chicago 2007 — 2009
MBA
The University of Chicago Booth School of Business 2007 — 2009
MBA
Florida Agricultural and Mechanical University 1997 — 2002
Cleveland Heights High School
CapX Partners February 2012 - Present
CapX Partners March 2009 - February 2012
Comerica Securities June 2008 - August 2008
Northern Trust 2005 - 2007
Banc of America Securities 2002 - 2004
Skills
Private Equity, Strategy, Portfolio Management, Venture Capital, Leveraged Finance, Business Planning, Corporate Finance, Financial Modeling, Valuation
Education
The University of Chicago 2007 — 2009
MBA
The University of Chicago Booth School of Business 2007 — 2009
MBA
Florida Agricultural and Mechanical University 1997 — 2002
Cleveland Heights High School
Kent Benedict's Northern Trust Experience February 1997 - Present
Job Vice President at Northern Trust
Industry Financial Services
Experience
Northern Trust February 1997 - Present
SunTrust Bank August 1995 - February 1997
Skills
Wealth Management, Wealth Management..., Asset Allocation, Asset Managment, Alternative Investments, Private Banking, Hedge Funds, Portfolio Management, Estate Planning, Investments, Investment Strategies, Fixed Income, Mutual Funds, Strategic Financial..., Equities, Fund Administration, Investment Advisory, Asset Management, Estate Administration, Retirement, High Net Worth...
Education
Florida International University - College of Business 1997 — 1999
Finance, Economics, Marketing, International Business, Management
Northern Trust February 1997 - Present
SunTrust Bank August 1995 - February 1997
Skills
Wealth Management, Wealth Management..., Asset Allocation, Asset Managment, Alternative Investments, Private Banking, Hedge Funds, Portfolio Management, Estate Planning, Investments, Investment Strategies, Fixed Income, Mutual Funds, Strategic Financial..., Equities, Fund Administration, Investment Advisory, Asset Management, Estate Administration, Retirement, High Net Worth...
Education
Florida International University - College of Business 1997 — 1999
Finance, Economics, Marketing, International Business, Management
Scott Eichberger Scott Eichberger's Northern Trust Experience September 2012 - February 2014
Job Officer Personal Trust Advisory Account Manager at The Northern Trust Company
Industry Financial Services
Experience
Northern Trust Corporation September 2015 - Present
Northern Trust Corporation February 2014 - September 2015
Northern Trust September 2012 - February 2014
Northern Trust September 2010 - September 2012
Skills
Equities, Financial Analysis, Portfolio Management, Financial Modeling, Asset Management, Wealth Management
Education
Eastern Illinois University
Bachelor of Science in Business, Finance
Eastern Illinois University
Bachelor of Science (B.S.), Finance
Northern Trust Corporation September 2015 - Present
Northern Trust Corporation February 2014 - September 2015
Northern Trust September 2012 - February 2014
Northern Trust September 2010 - September 2012
Skills
Equities, Financial Analysis, Portfolio Management, Financial Modeling, Asset Management, Wealth Management
Education
Eastern Illinois University
Bachelor of Science in Business, Finance
Eastern Illinois University
Bachelor of Science (B.S.), Finance
Grady Lake Grady Lake's Northern Trust Experience 1998 - January 2003
Job Mortgage Loan Underwriter at JP Morgan
Industry Banking
Experience
JP Morgan October 2011 - Present
PNC Mortgage July 2009 - May 2012
Diamond Bank FSB April 2009 - June 2009
Great Lakes Home Mortgage March 2005 - March 2009
Northern Trust 1998 - January 2003
Liberty Bank for Savings 1993 - 1998
Irving Federal Bank for Savings 1977 - 1992
Skills
Management, Finance, Loans, Portfolio Management, Mortgage Lending, Training, Underwriting, Business Development, Real Estate, Sales
Education
Fairfield University
Graduate of National School of Banking
Hamline
BA, Psychology
JP Morgan October 2011 - Present
PNC Mortgage July 2009 - May 2012
Diamond Bank FSB April 2009 - June 2009
Great Lakes Home Mortgage March 2005 - March 2009
Northern Trust 1998 - January 2003
Liberty Bank for Savings 1993 - 1998
Irving Federal Bank for Savings 1977 - 1992
Skills
Management, Finance, Loans, Portfolio Management, Mortgage Lending, Training, Underwriting, Business Development, Real Estate, Sales
Education
Fairfield University
Graduate of National School of Banking
Hamline
BA, Psychology
Austin Smith Austin Smith's Northern Trust Experience May 2013 - August 2013
Job Research Associate at Lieberman Research Worldwide
Industry Marketing and Advertising
Experience
Lieberman Research Worldwide June 2015 - Present
rVue September 2014 - May 2015
Maddock Douglas June 2014 - August 2014
D.K. Hardin Center for Market Research February 2014 - August 2014
Northern Trust May 2013 - August 2013
Skills
Leadership, Social Media, Market Research, Networking, Management, Team Leadership, Risk Management, Time Management, Analysis, Problem Solving, Data Analysis, Organization, Collaboration, Client Prospecting, Critical Thinking, Social Media Marketing, Marketing, Strategy, Public Speaking, Innovation Consulting, Research, Media Planning, Microsoft Office, PowerPoint, Microsoft Excel, Advertising
Education
Elmhurst College 2010 — 2014
Bachelor's Degree, Marketing
Palos Verdes Peninsula High School 2006 — 2010
High School
Lieberman Research Worldwide June 2015 - Present
rVue September 2014 - May 2015
Maddock Douglas June 2014 - August 2014
D.K. Hardin Center for Market Research February 2014 - August 2014
Northern Trust May 2013 - August 2013
Skills
Leadership, Social Media, Market Research, Networking, Management, Team Leadership, Risk Management, Time Management, Analysis, Problem Solving, Data Analysis, Organization, Collaboration, Client Prospecting, Critical Thinking, Social Media Marketing, Marketing, Strategy, Public Speaking, Innovation Consulting, Research, Media Planning, Microsoft Office, PowerPoint, Microsoft Excel, Advertising
Education
Elmhurst College 2010 — 2014
Bachelor's Degree, Marketing
Palos Verdes Peninsula High School 2006 — 2010
High School
Holmer Moran Holmer Moran's Northern Trust Experience July 2012 - July 2014
Job Assistant VP, Performance Reporting Manager at Sentinel Trust Company, LBA
Industry Investment Management
Experience
Sentinel Trust Company, LBA February 2015 - Present
Northern Trust July 2012 - July 2014
Salient Partners July 2007 - June 2012
Northern Trust April 2005 - June 2007
Payant Financial Services, Inc. April 2004 - April 2005
Raymond James Financial Inc. October 2000 - November 2003
Skills
Investments, Series 7, Alternative Investments, Asset Allocation, Bloomberg, Microsoft Excel, Access, VBA, SQL, Moxy, APX, Axys, Fund Of Funds, Securities, Series 6, Series 65, Monarch Pro, PowerPoint, Visio, Stata, Equities, Mutual Funds, Econometrics
Education
Florida Atlantic University 2013 — 2014
Master's degree, Economics
University of South Florida 1991 — 1993
Bachelor's degree, Mathematics
Sentinel Trust Company, LBA February 2015 - Present
Northern Trust July 2012 - July 2014
Salient Partners July 2007 - June 2012
Northern Trust April 2005 - June 2007
Payant Financial Services, Inc. April 2004 - April 2005
Raymond James Financial Inc. October 2000 - November 2003
Skills
Investments, Series 7, Alternative Investments, Asset Allocation, Bloomberg, Microsoft Excel, Access, VBA, SQL, Moxy, APX, Axys, Fund Of Funds, Securities, Series 6, Series 65, Monarch Pro, PowerPoint, Visio, Stata, Equities, Mutual Funds, Econometrics
Education
Florida Atlantic University 2013 — 2014
Master's degree, Economics
University of South Florida 1991 — 1993
Bachelor's degree, Mathematics
Dan Jones Dan Jones's Northern Trust Experience January 1997 - September 2007
Job Managing Director at Cedar Hill Associates, LLC
Industry Investment Management
Experience
Cedar Hill Associates, LLC October 2014 - Present
Cedar Hill Associates, LLC January 2008 - Present
Northern Trust January 1997 - September 2007
JPMorgan Chase August 1988 - January 1997
Skills
Portfolio Management, Investments, Equities, Alternative Investments, Strategy, Investment Strategies, Asset Allocation, High Net Worth..., Wealth Management, Asset Management, Hedge Funds, Investment Advisory, Private Equity, Strategic Financial..., Fund Of Funds, Financial Modeling, Due Diligence, Investment Management, Wealth, Management, Financial Risk, Finance, Financial Analysis, Strategic Planning
Education
Lake Forest Graduate School of Management
Master of Business Administration (MBA)
Lake Forest College
Bachelor of Arts (BA), History
Emory University
Passing time before I got it figured out, History
Cedar Hill Associates, LLC October 2014 - Present
Cedar Hill Associates, LLC January 2008 - Present
Northern Trust January 1997 - September 2007
JPMorgan Chase August 1988 - January 1997
Skills
Portfolio Management, Investments, Equities, Alternative Investments, Strategy, Investment Strategies, Asset Allocation, High Net Worth..., Wealth Management, Asset Management, Hedge Funds, Investment Advisory, Private Equity, Strategic Financial..., Fund Of Funds, Financial Modeling, Due Diligence, Investment Management, Wealth, Management, Financial Risk, Finance, Financial Analysis, Strategic Planning
Education
Lake Forest Graduate School of Management
Master of Business Administration (MBA)
Lake Forest College
Bachelor of Arts (BA), History
Emory University
Passing time before I got it figured out, History
Zoila Quispe Zoila Quispe's Northern Trust Experience July 2005 - August 2010
Job DHL
Industry Logistics and Supply Chain
Experience
DHL April 2012 - Present
DHL August 2010 - April 2012
Northern Trust July 2005 - August 2010
Divosta Homes July 2004 - July 2005
Skills
*Microsoft Office..., *Microsoft Visio, *High learning capacity, *Excellent customer..., *VBA, *Project Management, *Strong multi-tasker, *i-Share administrator, *Self-starter, Financial Analysis, Project Planning, Management, Analysis, Cross-functional Team..., Leadership, Banking, Sales, New Business Development, Business Strategy, Microsoft Excel, Finance, Human Resources, Marketing
Education
Nova Southeastern University 2007 — 2009
MBA, Wayne Huizenga School of Business
Florida Atlantic University 1999 — 2002
Marketing and Small Business Entrepreneurship, Bachelor of Arts
DHL April 2012 - Present
DHL August 2010 - April 2012
Northern Trust July 2005 - August 2010
Divosta Homes July 2004 - July 2005
Skills
*Microsoft Office..., *Microsoft Visio, *High learning capacity, *Excellent customer..., *VBA, *Project Management, *Strong multi-tasker, *i-Share administrator, *Self-starter, Financial Analysis, Project Planning, Management, Analysis, Cross-functional Team..., Leadership, Banking, Sales, New Business Development, Business Strategy, Microsoft Excel, Finance, Human Resources, Marketing
Education
Nova Southeastern University 2007 — 2009
MBA, Wayne Huizenga School of Business
Florida Atlantic University 1999 — 2002
Marketing and Small Business Entrepreneurship, Bachelor of Arts
Ary Velasco-Private Wealth Management Miami Ary Velasco-Private Wealth Management Miami's Northern Trust Experience October 2002 - March 2007
Job DirectorUltra High Net Worth Private Banking at Citi Private Bank
Industry Financial Services
Experience
Citi Private Bank September 2012 - Present
Sabadell Bank & Trust August 2011 - July 2012
Lydian Bank & Trust March 2007 - August 2011
Northern Trust October 2002 - March 2007
SunTrust Bank 1987 - 2002
Skills
Wealth Management, Private Banking, Portfolio Management, Wealth Management..., Investments, Financial Analysis, Small Business, Banking, Due Diligence, Management, Series 63, Alternative Investments, New Business Development, Financial Advisory, Investment Advisory, Asset Allocation, Equities, Credit, Finance, Capital Markets, Commercial Lending, Real Estate, Strategy, High Net Worth..., Tax, Asset Management, Wealth, Securities, Financial Risk, Investment Strategies, Series 7, Mutual Funds, Fixed Income, Hedge Funds, Retirement Planning, Strategic Financial..., Financial Services, Estate Planning, Investment Management, Financial Markets, Loans, Credit Analysis, Private Equity, Bonds, Investment Banking, Financial Modeling, Corporate Finance, Risk Management, Valuation, Derivatives
Education
Northwestern University 1998 — 1999
Certified Trust Financial Advisor, National Graduate Trust School
Northwestern University 1997 — 1997
National Trust School
Florida International University - College of Business 1993 — 1996
Masters, Business Administration
Florida International University - College of Business 1982 — 1986
Bachelor's, Finance
Christopher Columbus High School 1978 — 1984
HS Diploma, High School
Citi Private Bank September 2012 - Present
Sabadell Bank & Trust August 2011 - July 2012
Lydian Bank & Trust March 2007 - August 2011
Northern Trust October 2002 - March 2007
SunTrust Bank 1987 - 2002
Skills
Wealth Management, Private Banking, Portfolio Management, Wealth Management..., Investments, Financial Analysis, Small Business, Banking, Due Diligence, Management, Series 63, Alternative Investments, New Business Development, Financial Advisory, Investment Advisory, Asset Allocation, Equities, Credit, Finance, Capital Markets, Commercial Lending, Real Estate, Strategy, High Net Worth..., Tax, Asset Management, Wealth, Securities, Financial Risk, Investment Strategies, Series 7, Mutual Funds, Fixed Income, Hedge Funds, Retirement Planning, Strategic Financial..., Financial Services, Estate Planning, Investment Management, Financial Markets, Loans, Credit Analysis, Private Equity, Bonds, Investment Banking, Financial Modeling, Corporate Finance, Risk Management, Valuation, Derivatives
Education
Northwestern University 1998 — 1999
Certified Trust Financial Advisor, National Graduate Trust School
Northwestern University 1997 — 1997
National Trust School
Florida International University - College of Business 1993 — 1996
Masters, Business Administration
Florida International University - College of Business 1982 — 1986
Bachelor's, Finance
Christopher Columbus High School 1978 — 1984
HS Diploma, High School
Raymond Dweck, CFP® Raymond Dweck, CFP®'s Northern Trust Experience September 2013 - Present
Job Second Vice President at Northern Trust Corporation
Industry Financial Services
Experience
Northern Trust September 2013 - Present
Northern Trust June 2006 - August 2013
Key Bank 2003 - 2003
Skills
Asset Allocation, Investments, Wealth Management, Asset Management, Portfolio Management, Fixed Income, Investment Advisory, Wealth Management..., Securities, Retirement Planning, Investment Strategies, Mutual Funds, Alternative Investments, Investment Management, Strategic Financial..., Equities, ETFs, Financial Modeling, Financial Planning
Education
Florida Gulf Coast University 2008 — 2010
Master of Business Administration (MBA), Financial Management
Florida Gulf Coast University 2002 — 2006
Bachelor of Arts (B.A.), Finance
Northern Trust September 2013 - Present
Northern Trust June 2006 - August 2013
Key Bank 2003 - 2003
Skills
Asset Allocation, Investments, Wealth Management, Asset Management, Portfolio Management, Fixed Income, Investment Advisory, Wealth Management..., Securities, Retirement Planning, Investment Strategies, Mutual Funds, Alternative Investments, Investment Management, Strategic Financial..., Equities, ETFs, Financial Modeling, Financial Planning
Education
Florida Gulf Coast University 2008 — 2010
Master of Business Administration (MBA), Financial Management
Florida Gulf Coast University 2002 — 2006
Bachelor of Arts (B.A.), Finance
Shanais Valdes's Northern Trust Experience July 2012 - October 2012
Job Financial Services
Industry Financial Services
Experience
UnitedHealthcare International a division of UnitedHealth Group July 2013 - Present
Memorial Healthcare System June 2011 - 2013
Northern Trust July 2012 - October 2012
SLB Insurance Group January 2010 - April 2011
Suntrust Bank January 2008 - December 2009
Florida Department of Financial Services August 2006 - December 2007
Skills
Financial Accounting, Financial Analysis, Financial Modeling, Auditing, Banking, Insurance, Microsoft Office, Accounts Receivable, Customer Service, Accounting, Access, Management
Education
Nova Southeastern University 2010 — 2012
MBA, Business Administration
Florida State University - College of Business 2004 — 2008
Bachelor of Science, Finance
Florida International University
UnitedHealthcare International a division of UnitedHealth Group July 2013 - Present
Memorial Healthcare System June 2011 - 2013
Northern Trust July 2012 - October 2012
SLB Insurance Group January 2010 - April 2011
Suntrust Bank January 2008 - December 2009
Florida Department of Financial Services August 2006 - December 2007
Skills
Financial Accounting, Financial Analysis, Financial Modeling, Auditing, Banking, Insurance, Microsoft Office, Accounts Receivable, Customer Service, Accounting, Access, Management
Education
Nova Southeastern University 2010 — 2012
MBA, Business Administration
Florida State University - College of Business 2004 — 2008
Bachelor of Science, Finance
Florida International University
Richard Thies Richard Thies's Northern Trust Experience June 2009 - July 2011
Job Assistant Portfolio Manager at Driehaus Capital Management LLC
Industry Financial Services
Experience
Driehaus Capital Management LLC May 2014 - Present
Driehaus Capital Management July 2011 - Present
Northern Trust June 2009 - July 2011
Opportunity International 2007 - 2009
Skills
International..., Financial Analysis, SPSS, Risk Management, International Economics, Currency, Policy Analysis, Macroeconomics, Music, Economics, Portfolio Management
Education
University of Chicago 2006 — 2007
M.A.
Emory University 2001 — 2005
Bachelor of Arts (B.A.)
University of Cape Town
Driehaus Capital Management LLC May 2014 - Present
Driehaus Capital Management July 2011 - Present
Northern Trust June 2009 - July 2011
Opportunity International 2007 - 2009
Skills
International..., Financial Analysis, SPSS, Risk Management, International Economics, Currency, Policy Analysis, Macroeconomics, Music, Economics, Portfolio Management
Education
University of Chicago 2006 — 2007
M.A.
Emory University 2001 — 2005
Bachelor of Arts (B.A.)
University of Cape Town
James Cole III James Cole III's Northern Trust Experience April 2011 - September 2013
Job Director of Corporate Infrastructure at Waterton Associates L.L.C
Industry Information Technology and Services
Experience
Wateron Associates L.L.C September 2013 - Present
ColdSun Graphics & Consulting January 1996 - Present
Northern Trust April 2011 - September 2013
CareTech Solutions September 1998 - February 2011
Skills
Project Management, Vendor Management, Software Documentation, SDLC, Technical Writing, PMO, Critical Thinking, Procurement, SharePoint, Process Improvement, Healthcare Information..., Active Directory, Visio, Consulting, Business Analysis, Training, XP, Microsoft SQL Server, Microsoft Exchange, Change Management, Agile Project Management, Windows 7 Migration, Project Scope..., Financial Technology, Disaster Recovery, IT Strategy, Management, Leadership, Information Technology, Infrastructure, Analysis, Security, Data Center, Enterprise Architecture, Business Process, Strategy, Integration, Virtualization, Servers, Program Management, IT Management, Budgets, Problem Solving, Networking, Troubleshooting, Cisco Technologies
Education
Fitchburg State University 1994 — 1995
Computer Design
Southern New Hampshire University
BS BST/IOP, Business/Industrial Org'l Psychology
Wateron Associates L.L.C September 2013 - Present
ColdSun Graphics & Consulting January 1996 - Present
Northern Trust April 2011 - September 2013
CareTech Solutions September 1998 - February 2011
Skills
Project Management, Vendor Management, Software Documentation, SDLC, Technical Writing, PMO, Critical Thinking, Procurement, SharePoint, Process Improvement, Healthcare Information..., Active Directory, Visio, Consulting, Business Analysis, Training, XP, Microsoft SQL Server, Microsoft Exchange, Change Management, Agile Project Management, Windows 7 Migration, Project Scope..., Financial Technology, Disaster Recovery, IT Strategy, Management, Leadership, Information Technology, Infrastructure, Analysis, Security, Data Center, Enterprise Architecture, Business Process, Strategy, Integration, Virtualization, Servers, Program Management, IT Management, Budgets, Problem Solving, Networking, Troubleshooting, Cisco Technologies
Education
Fitchburg State University 1994 — 1995
Computer Design
Southern New Hampshire University
BS BST/IOP, Business/Industrial Org'l Psychology
Maurice Rigendinger's Northern Trust Experience 1998 - 2003
Job Door & Hardware Business Development Specialist
Industry Construction
Experience
Vaudoise Assurances February 2013 - January 2015
Hafele America September 2009 - January 2013
Door Guys International 2007 - 2009
Arc One, LLC 2003 - 2007
Northern Trust 1998 - 2003
Skills
Sales Management, Sales, New Business Development, Access Control, Business Strategy, Business Process..., Product Private..., Product Sourcing, Product Marketing, Catalogue Production, Product Certification, Sales Rep Training, Employee Training, Project Management, Project Planning, Technical Product..., Financial Reporting, Customer Service...
Education
Florida International University - College of Business 1996 — 2001
International Business
Vaudoise Assurances February 2013 - January 2015
Hafele America September 2009 - January 2013
Door Guys International 2007 - 2009
Arc One, LLC 2003 - 2007
Northern Trust 1998 - 2003
Skills
Sales Management, Sales, New Business Development, Access Control, Business Strategy, Business Process..., Product Private..., Product Sourcing, Product Marketing, Catalogue Production, Product Certification, Sales Rep Training, Employee Training, Project Management, Project Planning, Technical Product..., Financial Reporting, Customer Service...
Education
Florida International University - College of Business 1996 — 2001
International Business
Jodi Wolkind's Northern Trust Experience June 2013 - Present
Job Vice President at Northern Trust
Industry Financial Services
Experience
Northern Trust June 2013 - Present
Morgan Stanley May 2010 - June 2013
OpHedge Investment Services December 2007 - May 2010
Accenture July 1994 - December 2007
Education
Emory University - Goizueta Business School 1990 — 1994
Northern Trust June 2013 - Present
Morgan Stanley May 2010 - June 2013
OpHedge Investment Services December 2007 - May 2010
Accenture July 1994 - December 2007
Education
Emory University - Goizueta Business School 1990 — 1994
Laura Rick's Northern Trust Experience February 1997 - December 1998
Job Director, Marketing Analytics at Prestige Cruise Holdings
Industry Leisure, Travel & Tourism
Experience
Prestige Cruise Holdings October 2013 - Present
Miami Dolphins & Sun Life Stadium June 2012 - October 2013
Carnival Cruise Lines September 2010 - June 2012
Carnival Cruise Lines January 2007 - September 2010
Carnival Corporation October 2003 - December 2006
Carnival Cruise Lines October 2000 - October 2003
Sabre Holdings December 1998 - October 2000
Northern Trust February 1997 - December 1998
Skills
Strategic Planning, Marketing, Analytics, Marketing Strategy, Segmentation, Management, Business Analysis, Competitive Analysis, Market Research, Cross-functional Team..., Analysis, Direct Marketing, Leadership, Strategy, Business Planning, Forecasting, Online Advertising, Sales, Email Marketing, Database Marketing, CRM, Pricing, Customer Retention, Business Intelligence, Business Strategy, Market Analysis
Education
Florida International University - College of Business 1996 — 1998
MBA, Management
Florida International University 1990 — 1994
BA, Finance
Prestige Cruise Holdings October 2013 - Present
Miami Dolphins & Sun Life Stadium June 2012 - October 2013
Carnival Cruise Lines September 2010 - June 2012
Carnival Cruise Lines January 2007 - September 2010
Carnival Corporation October 2003 - December 2006
Carnival Cruise Lines October 2000 - October 2003
Sabre Holdings December 1998 - October 2000
Northern Trust February 1997 - December 1998
Skills
Strategic Planning, Marketing, Analytics, Marketing Strategy, Segmentation, Management, Business Analysis, Competitive Analysis, Market Research, Cross-functional Team..., Analysis, Direct Marketing, Leadership, Strategy, Business Planning, Forecasting, Online Advertising, Sales, Email Marketing, Database Marketing, CRM, Pricing, Customer Retention, Business Intelligence, Business Strategy, Market Analysis
Education
Florida International University - College of Business 1996 — 1998
MBA, Management
Florida International University 1990 — 1994
BA, Finance
Claudia Reithauser's Northern Trust Experience February 2005 - December 2014
Job Managing Director, Fiduciary Trust Company International of the South
Industry Investment Management
Experience
Fiduciary Trust Company International December 2014 - Present
Northern Trust February 2005 - December 2014
Bank of America 2003 - 2005
Greene hamrick perry quinlan schermer June 1999 - June 2003
Skills
Estate Planning, Trusts, Estate Tax Planning, High Net Worth..., IRAs, Finance, Guardianship, Wealth Management..., Strategic Financial..., Public Speaking, Financial Analysis, Investment Advisory, Mutual Funds, Private Banking, Retirement Planning, Financial Planning, Alternative Investments
Education
Stetson University College of Law 1995 — 1998
Juris Doctor (JD), Estate planning, tax and international law
Florida State University 1991 — 1993
BA, International Affairs, Minor in Spanish
Manatee Community College 1989 — 1991
Associates
Fiduciary Trust Company International December 2014 - Present
Northern Trust February 2005 - December 2014
Bank of America 2003 - 2005
Greene hamrick perry quinlan schermer June 1999 - June 2003
Skills
Estate Planning, Trusts, Estate Tax Planning, High Net Worth..., IRAs, Finance, Guardianship, Wealth Management..., Strategic Financial..., Public Speaking, Financial Analysis, Investment Advisory, Mutual Funds, Private Banking, Retirement Planning, Financial Planning, Alternative Investments
Education
Stetson University College of Law 1995 — 1998
Juris Doctor (JD), Estate planning, tax and international law
Florida State University 1991 — 1993
BA, International Affairs, Minor in Spanish
Manatee Community College 1989 — 1991
Associates
Shayn Logan's Northern Trust Experience November 2013 - Present
Job Overlay Portfolio Manager
Industry Financial Services
Experience
Northern Trust November 2013 - Present
CJJ Corp January 2012 - November 2013
Independent Portfolio Consultants May 2008 - November 2011
Country Club of Florida November 2005 - August 2008
United States Air Force May 2001 - May 2005
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Teamwork, Financial Analysis, Finance, Investments, Forecasting, Financial Modeling, Research, Microsoft Word, Customer Service, Stocks, Series 66, Financial Risk, Equity Research Analysis, DCF Valuation, Comparable Analysis, Stock Research, Securities
Education
Florida Atlantic University 2012 — 2013
Master of Business Administration (MBA), Finance
Florida Atlantic University 2006 — 2008
Master of Business Administration (M.B.A.), Finance, General
Northern Trust November 2013 - Present
CJJ Corp January 2012 - November 2013
Independent Portfolio Consultants May 2008 - November 2011
Country Club of Florida November 2005 - August 2008
United States Air Force May 2001 - May 2005
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Teamwork, Financial Analysis, Finance, Investments, Forecasting, Financial Modeling, Research, Microsoft Word, Customer Service, Stocks, Series 66, Financial Risk, Equity Research Analysis, DCF Valuation, Comparable Analysis, Stock Research, Securities
Education
Florida Atlantic University 2012 — 2013
Master of Business Administration (MBA), Finance
Florida Atlantic University 2006 — 2008
Master of Business Administration (M.B.A.), Finance, General
Gabriel Villar del Saz's Northern Trust Experience February 2007 - August 2011
Job Credit Underwriter, Vice President at US Century Bank
Industry Banking
Experience
US Century Bank November 2014 - Present
BankUnited August 2011 - October 2014
Northern Trust February 2007 - August 2011
SunTrust Bank January 2002 - February 2007
Skills
Financial Analysis, Underwriting, Commercial Lending, Asset Based Lending, Credit Risk, Banking, Commercial Real Estate..., Speak Spanish and..., Commercial Banking, Spanish, Credit Analysis, Accounting, Credit, Loans, Teamwork, Small Business Lending, Risk Management, Finance
Education
Florida International University - College of Business Administration 1998 — 2000
Master of Business Administration (MBA), Finance, General
University of Miami 1991 — 1996
Bachelor of Arts (BA), History, Business Administration
US Century Bank November 2014 - Present
BankUnited August 2011 - October 2014
Northern Trust February 2007 - August 2011
SunTrust Bank January 2002 - February 2007
Skills
Financial Analysis, Underwriting, Commercial Lending, Asset Based Lending, Credit Risk, Banking, Commercial Real Estate..., Speak Spanish and..., Commercial Banking, Spanish, Credit Analysis, Accounting, Credit, Loans, Teamwork, Small Business Lending, Risk Management, Finance
Education
Florida International University - College of Business Administration 1998 — 2000
Master of Business Administration (MBA), Finance, General
University of Miami 1991 — 1996
Bachelor of Arts (BA), History, Business Administration
Fred Hortick's Northern Trust Experience August 2014 - Present
Job Vice President, Northern Trust Hedge Fund Services
Industry Investment Management
Experience
Northern Trust August 2014 - Present
Northern Trust July 2004 - August 2014
Comerica January 2001 - June 2004
Skills
Risk Management, Outsourcing, Investments, Mutual Funds, Investment Banking, Bloomberg, Fixed Income
Education
Syracuse University - Martin J. Whitman School of Management 2009 — 2011
Master of Business Administration (M.B.A.)
Eastern Michigan University 1997 — 2000
Bachelor of Business Administration (B.B.A.)
Northern Trust August 2014 - Present
Northern Trust July 2004 - August 2014
Comerica January 2001 - June 2004
Skills
Risk Management, Outsourcing, Investments, Mutual Funds, Investment Banking, Bloomberg, Fixed Income
Education
Syracuse University - Martin J. Whitman School of Management 2009 — 2011
Master of Business Administration (M.B.A.)
Eastern Michigan University 1997 — 2000
Bachelor of Business Administration (B.B.A.)
David Rounsaville's Northern Trust Experience March 2006 - November 2007
Job Managing Director Presidio PBO at First Republic Bank
Industry Banking
Experience
First Republic Bank June 2011 - Present
Bank of America November 2007 - June 2011
Banc of America Investments November 2007 - April 2009
Northern Trust March 2006 - November 2007
Skills
Banking, Mortgage Lending, Portfolio Management, Credit, Loans, Private Banking, Business Development, Sales, Investments, Commercial Banking, Wealth Management, Relationship Management, Commercial Lending, Small Business Lending, Consumer Lending, Retail Banking, Financial Analysis, Management
Education
Florida State University 1999 — 2003
BS, Economics
Florida State University - College of Business 1999 — 2003
Economics, Economics
First Republic Bank June 2011 - Present
Bank of America November 2007 - June 2011
Banc of America Investments November 2007 - April 2009
Northern Trust March 2006 - November 2007
Skills
Banking, Mortgage Lending, Portfolio Management, Credit, Loans, Private Banking, Business Development, Sales, Investments, Commercial Banking, Wealth Management, Relationship Management, Commercial Lending, Small Business Lending, Consumer Lending, Retail Banking, Financial Analysis, Management
Education
Florida State University 1999 — 2003
BS, Economics
Florida State University - College of Business 1999 — 2003
Economics, Economics
Michael Ciaccia's Northern Trust Experience December 1996 - Present
Job Vice President at Northern Trust
Industry Accounting
Experience
Northern Trust December 1996 - Present
northern trust company 1996 - 2008
northern trust company 1996 - 2007
Education
Elmhurst College 1998 — 2005
Bachelor's degree, Accounting
Northern Trust December 1996 - Present
northern trust company 1996 - 2008
northern trust company 1996 - 2007
Education
Elmhurst College 1998 — 2005
Bachelor's degree, Accounting
Glenn Huber, CFP®'s Northern Trust Experience September 1989 - September 2002
Job Senior Director at BNY Mellon
Industry Financial Services
Experience
BNY Mellon Wealth Management September 2002 - Present
BNY Mellon September 2002 - Present
Northern Trust September 1989 - September 2002
Education
Florida State University - College of Business 1978 — 1982
FSU, Finance
BNY Mellon Wealth Management September 2002 - Present
BNY Mellon September 2002 - Present
Northern Trust September 1989 - September 2002
Education
Florida State University - College of Business 1978 — 1982
FSU, Finance
Alberto de la Fe's Northern Trust Experience February 1995 - Present
Job Senior IT Analyst,VP at Northern Trust
Industry Information Technology and Services
Experience
Northern Trust February 1995 - Present
Citibank International December 1992 - February 1995
Eastern Airlines May 1990 - January 1991
Education
Florida International University - College of Business Administration 1999 — 2001
Masters, Business Administration
Florida International University - College of Engineering 1988 — 1990
Bachelor of Science (BS), Industrial and Systems Engineering
Northern Trust February 1995 - Present
Citibank International December 1992 - February 1995
Eastern Airlines May 1990 - January 1991
Education
Florida International University - College of Business Administration 1999 — 2001
Masters, Business Administration
Florida International University - College of Engineering 1988 — 1990
Bachelor of Science (BS), Industrial and Systems Engineering
Nick Keseric's Northern Trust Experience 1982 - 2004
Job President at The Marketing Seeds, Co
Industry Management Consulting
Christy Kase's Northern Trust Experience April 2011 - December 2013
Job Plexus worldwide
Industry Airlines/Aviation
Experience
Plexus Worldwide, Inc. August 2013 - Present
Northern Trust April 2011 - December 2013
Mayo Clinic February 2009 - April 2010
SHPS December 2006 - January 2008
Arizona Oncology Services August 2005 - December 2006
Acxiom 2000 - 2003
Wherehouse Entertainment 1982 - 1992
Wherehouse Music 1982 - 1991
Skills
Microsoft Office, Access, Analysis, Excel, Research, Team Leadership, Lotus Notes, Customer Relations, Teamwork, Telecommunications, Event Planning, Piloting, Training, Budgets, CRM, Customer Service, Event Management, Leadership, Marketing, Outlook, Microsoft Excel, Sales, Team Building
Education
Embry-Riddle Aeronautical University 2007 — 2010
Professional Pilot, Aviation
Flight School 2007 — 2009
Commercial Certificate, Flying
Cochise College 1980 — 1982
Associate of Arts and Sciences (AAS), Aviation
Pima Community College 1980 — 1982
Aeronautical/Aerospace Engineering Technology/Technician
Plexus Worldwide, Inc. August 2013 - Present
Northern Trust April 2011 - December 2013
Mayo Clinic February 2009 - April 2010
SHPS December 2006 - January 2008
Arizona Oncology Services August 2005 - December 2006
Acxiom 2000 - 2003
Wherehouse Entertainment 1982 - 1992
Wherehouse Music 1982 - 1991
Skills
Microsoft Office, Access, Analysis, Excel, Research, Team Leadership, Lotus Notes, Customer Relations, Teamwork, Telecommunications, Event Planning, Piloting, Training, Budgets, CRM, Customer Service, Event Management, Leadership, Marketing, Outlook, Microsoft Excel, Sales, Team Building
Education
Embry-Riddle Aeronautical University 2007 — 2010
Professional Pilot, Aviation
Flight School 2007 — 2009
Commercial Certificate, Flying
Cochise College 1980 — 1982
Associate of Arts and Sciences (AAS), Aviation
Pima Community College 1980 — 1982
Aeronautical/Aerospace Engineering Technology/Technician
Alex F. Bahamonde's Northern Trust Experience May 1993 - June 1998
Job Seasoned High Net Worth Client Advisor and Relationship Manager
Industry Financial Services
Experience
Fiduciary Trust Company June 1998 - November 2013
Northern Trust May 1993 - June 1998
Skills
Portfolio Management, Investment Strategies, Alternative Investments, Investments, Estate Planning, Asset Managment, Investment Advisory, Wealth Management, Mutual Funds, Wealth Management..., High Net Worth..., Private Banking, Hedge Funds, Trust Services, Relationship Management, Separately Managed..., Trust Management, Estate Administration, Financial Advisory, Financial Services, Estate Tax Planning, Securities, Series 7, Wealth, Financial Planners, Investment Management, Asset Allocation, Asset Management
Education
American Bankers Association Graduate Trust School 2004 — 2006
Barry University 1999 — 2001
Master of Business Administration (M.B.A.), Finance
Florida Bankers Association 1999 — 2001
Florida Graduate Trust School
Florida International University - College of Business Administration 1990 — 1995
Bachelor of Business Administration (BBA), Marketing
Fiduciary Trust Company June 1998 - November 2013
Northern Trust May 1993 - June 1998
Skills
Portfolio Management, Investment Strategies, Alternative Investments, Investments, Estate Planning, Asset Managment, Investment Advisory, Wealth Management, Mutual Funds, Wealth Management..., High Net Worth..., Private Banking, Hedge Funds, Trust Services, Relationship Management, Separately Managed..., Trust Management, Estate Administration, Financial Advisory, Financial Services, Estate Tax Planning, Securities, Series 7, Wealth, Financial Planners, Investment Management, Asset Allocation, Asset Management
Education
American Bankers Association Graduate Trust School 2004 — 2006
Barry University 1999 — 2001
Master of Business Administration (M.B.A.), Finance
Florida Bankers Association 1999 — 2001
Florida Graduate Trust School
Florida International University - College of Business Administration 1990 — 1995
Bachelor of Business Administration (BBA), Marketing
Gretchen Newman's Northern Trust Experience January 1999 - Present
Job Vice President at Northern Trust
Industry Banking
Experience
Northern Trust January 1999 - Present
Skills
Fixed Income, Securities Lending, Collateral Management, Business Analysis, User Acceptance Testing, Change Management, Equities, Global Custody, Settlement, Middle Office, Corporate Actions, Securities, Financial Services, Risk Management, Bloomberg, Capital Markets
Education
Eastern Michigan University 1987 — 1991
BA
Northern Trust January 1999 - Present
Skills
Fixed Income, Securities Lending, Collateral Management, Business Analysis, User Acceptance Testing, Change Management, Equities, Global Custody, Settlement, Middle Office, Corporate Actions, Securities, Financial Services, Risk Management, Bloomberg, Capital Markets
Education
Eastern Michigan University 1987 — 1991
BA
Condace Espedido's Northern Trust Experience August 2000 - February 2002
Job Financial Services Professional
Industry Financial Services
Experience
Jenphiljay Care Home Ltd. 2009 - 2012
Edward Jones June 2010 - September 2010
Northern Trust August 2000 - February 2002
Northern Trust December 1996 - June 2000
Edison Community College November 1995 - May 1996
Society First Federal (now KeyCorp) November 1994 - July 1995
Education
University of South Florida 1992 — 1994
BA, Finance
Edison Community College 1990 — 1992
AA, General Studies
Jenphiljay Care Home Ltd. 2009 - 2012
Edward Jones June 2010 - September 2010
Northern Trust August 2000 - February 2002
Northern Trust December 1996 - June 2000
Edison Community College November 1995 - May 1996
Society First Federal (now KeyCorp) November 1994 - July 1995
Education
University of South Florida 1992 — 1994
BA, Finance
Edison Community College 1990 — 1992
AA, General Studies
Marcy Balle's Northern Trust Experience July 2008 - April 2014
Job SVP Financial Intelligence Unit Manager at MB Financial Bank
Industry Banking
Experience
MB Financial Bank April 2014 - Present
Northern Trust July 2008 - April 2014
LaSalle Bank 2003 - 2008
ABN AMRO Bank 2003 - 2008
Skills
Anti Money Laundering, Enterprise Risk..., Operational Risk, Risk Management, Financial Services, Due Diligence, Banking, AML, KYC, Economic Sanctions, Credit, Securities, Financial Risk, OFAC, Operational Risk..., Capital Markets
Education
Eastern Illinois University 1982 — 1986
Bachelor's degree, Accounting
MB Financial Bank April 2014 - Present
Northern Trust July 2008 - April 2014
LaSalle Bank 2003 - 2008
ABN AMRO Bank 2003 - 2008
Skills
Anti Money Laundering, Enterprise Risk..., Operational Risk, Risk Management, Financial Services, Due Diligence, Banking, AML, KYC, Economic Sanctions, Credit, Securities, Financial Risk, OFAC, Operational Risk..., Capital Markets
Education
Eastern Illinois University 1982 — 1986
Bachelor's degree, Accounting
Daniela Ivanov's Northern Trust Experience December 2012 - Present
Job Consultant at Northern Trust Corporation
Industry Banking
Experience
Northern Trust Corporation May 2015 - Present
Northern Trust December 2012 - Present
Nortern Trust August 2007 - Present
MB Financial Bank 2001 - 2005
Skills
Banking, Trust Services, Financial Analysis, Financial Modeling, Portfolio Management, Securities, Strategic Financial..., Mutual Funds, Data Analysis, Relationship Management, Commercial Lending, Loans
Education
Elmhurst College 2000 — 2004
Bachelors, Finance
Northern Trust Corporation May 2015 - Present
Northern Trust December 2012 - Present
Nortern Trust August 2007 - Present
MB Financial Bank 2001 - 2005
Skills
Banking, Trust Services, Financial Analysis, Financial Modeling, Portfolio Management, Securities, Strategic Financial..., Mutual Funds, Data Analysis, Relationship Management, Commercial Lending, Loans
Education
Elmhurst College 2000 — 2004
Bachelors, Finance
Tracy Kamberos's Northern Trust Experience June 1996 - May 1998
Job PHR, SHRMCP Human Resources Generalist at AHI Travel
Industry Leisure, Travel & Tourism
Experience
AHI Travel September 1999 - Present
Reliance Insurance Company May 1998 - June 1999
Northern Trust June 1996 - May 1998
Skills
Benefits, Payroll, Employee Benefits, Employee Relations, Benefits Administration, HR Policies, HRIS, Performance Management, Exit Interviews, Employment Law, 401k, FMLA, New Hire Orientation, Employee Handbooks, Legal Compliance, Payroll Administration, Performance Appraisal, Recruitment/Retention, Workers Compensation, Payroll Processing, Unemployment Claims, Interviewing, FLSA, Hiring, Job Descriptions, New Hire Orientations, Human Resources, Onboarding, Applicant Tracking..., COBRA, Benefits Negotiation, HR Consulting, Salary, Employee Recognition, Compensation, Employee Orientations, Employee Surveys, Recruitment Advertising, I-9 Compliance, Grievances, SPHR, Interviews
Education
Elmhurst College 1994 — 1996
BA, Human Resources
Northern Illinois University 1991 — 1992
AHI Travel September 1999 - Present
Reliance Insurance Company May 1998 - June 1999
Northern Trust June 1996 - May 1998
Skills
Benefits, Payroll, Employee Benefits, Employee Relations, Benefits Administration, HR Policies, HRIS, Performance Management, Exit Interviews, Employment Law, 401k, FMLA, New Hire Orientation, Employee Handbooks, Legal Compliance, Payroll Administration, Performance Appraisal, Recruitment/Retention, Workers Compensation, Payroll Processing, Unemployment Claims, Interviewing, FLSA, Hiring, Job Descriptions, New Hire Orientations, Human Resources, Onboarding, Applicant Tracking..., COBRA, Benefits Negotiation, HR Consulting, Salary, Employee Recognition, Compensation, Employee Orientations, Employee Surveys, Recruitment Advertising, I-9 Compliance, Grievances, SPHR, Interviews
Education
Elmhurst College 1994 — 1996
BA, Human Resources
Northern Illinois University 1991 — 1992
Andrew N. Lewis III's Northern Trust Experience
Job Vice President at Northern Trust
Industry Banking
Experience
Northern Trust
Skills
Credit Analysis, Financial Analysis, Risk Management, Portfolio Management, Commercial Lending, Strategic Planning, Investment Management, Equities, Process Improvement, Asset Managment, Treasury Management, Credit, Banking, Small Business Lending, Loans, Securities, Accounting, AML, Analysis, Auditing, Bloomberg, Capital Markets, Finance, Fixed Income
Education
The University of Chicago 1988 — 1992
M.B.A., Finance
Florida Agricultural and Mechanical University 1979 — 1983
B.S., Business Administration/Accounting
Northern Trust
Skills
Credit Analysis, Financial Analysis, Risk Management, Portfolio Management, Commercial Lending, Strategic Planning, Investment Management, Equities, Process Improvement, Asset Managment, Treasury Management, Credit, Banking, Small Business Lending, Loans, Securities, Accounting, AML, Analysis, Auditing, Bloomberg, Capital Markets, Finance, Fixed Income
Education
The University of Chicago 1988 — 1992
M.B.A., Finance
Florida Agricultural and Mechanical University 1979 — 1983
B.S., Business Administration/Accounting
Joseph Fadel's Northern Trust Experience July 1985 - Present
Job Wealth Management
Industry Financial Services
Experience
Northern Trust July 1985 - Present
Skills
Front Office, Food & Beverage, Budgeting, Customer Relations, Hiring, Commercial Pilot, Operations Management, Catering, Budgets, Customer Service, Financial Planning, Hospitality, Financial Analysis, Hospitality Management, Management, Wealth Management, Banking, Restaurants, Menu Development, Recruiting, Asset Management, Culinary Skills, Strategic Planning
Education
Florida International University 1983 — 1985
Bachelor's degree, Hospitality Administration/Management
Burnside OTT Flight School 1979 — 1983
Certificate, Commercial Instrument Pilot
Northern Trust July 1985 - Present
Skills
Front Office, Food & Beverage, Budgeting, Customer Relations, Hiring, Commercial Pilot, Operations Management, Catering, Budgets, Customer Service, Financial Planning, Hospitality, Financial Analysis, Hospitality Management, Management, Wealth Management, Banking, Restaurants, Menu Development, Recruiting, Asset Management, Culinary Skills, Strategic Planning
Education
Florida International University 1983 — 1985
Bachelor's degree, Hospitality Administration/Management
Burnside OTT Flight School 1979 — 1983
Certificate, Commercial Instrument Pilot
Gordon Howard's Northern Trust Experience 1998 - Present
Job Vice President at Northern Trust, N.A.
Industry Banking
Experience
The Northern Trust Company October 1998 - Present
Northern Trust 1998 - Present
Whitney National Bank, New Orleans LA October 1981 - September 1998
Skills
Investment Advisory, Wealth Management..., Estate Planning, Portfolio Management, Asset Allocation, Wealth Management, Alternative Investments, Investment Strategies, Asset Managment, Investments
Education
Canon Trust School, Pepperdine University, Malibu, CA 1991 — 1992
Trust Banking
National Trust School, Northwestern University, Evanston IL 1986 — 1987
Trust School
Emory University 1977 — 1981
B.A., History, Political Science
Oxford College of Emory University 1977 — 1979
Associate's Degree, Liberal Arts and Sciences, General Studies and Humanities
The Northern Trust Company October 1998 - Present
Northern Trust 1998 - Present
Whitney National Bank, New Orleans LA October 1981 - September 1998
Skills
Investment Advisory, Wealth Management..., Estate Planning, Portfolio Management, Asset Allocation, Wealth Management, Alternative Investments, Investment Strategies, Asset Managment, Investments
Education
Canon Trust School, Pepperdine University, Malibu, CA 1991 — 1992
Trust Banking
National Trust School, Northwestern University, Evanston IL 1986 — 1987
Trust School
Emory University 1977 — 1981
B.A., History, Political Science
Oxford College of Emory University 1977 — 1979
Associate's Degree, Liberal Arts and Sciences, General Studies and Humanities
Pilar Barrasus's Northern Trust Experience ProfesorUniversidad Europea de Madrid1995 - 2000
Job Investment Compliance Consultant at Northern Trust
Industry Banking
Experience
Northern Trust ProfesorUniversidad Europea de Madrid1995 - 2000
Skills
Fixed Income, Asset Managment, Portfolio Management, Bloomberg, Financial Markets, Hedge Funds, Capital Markets, Investments, Derivatives, Equities
Education
Illinois Institute of Technology 2000 — 2002
MS in Finance, Finance, Financial Markets
ESCP Europe 1993 — 1994
Business
Universidad Complutense de Madrid 1989 — 1994
Economics
Northern Trust ProfesorUniversidad Europea de Madrid1995 - 2000
Skills
Fixed Income, Asset Managment, Portfolio Management, Bloomberg, Financial Markets, Hedge Funds, Capital Markets, Investments, Derivatives, Equities
Education
Illinois Institute of Technology 2000 — 2002
MS in Finance, Finance, Financial Markets
ESCP Europe 1993 — 1994
Business
Universidad Complutense de Madrid 1989 — 1994
Economics
Dave Stepanek's Northern Trust Experience 1998 - 2000
Job CEO, Blue Ocean Advisors, LLC
Industry Investment Management
Experience
Blue Ocean Advisors, LLC December 2009 - Present
Blue Ocean Consultants, LLC 2011 - Present
Cross Keys Capital, LLC October 2008 - 2012
Athena Capital Partners 2006 - 2008
InterCoastal Ventures 2004 - 2006
Advantage Capital Partners 2000 - 2004
Northern Trust 1998 - 2000
Franklin Templeton Investments 1997 - 1997
Raymond James Financial Inc. 1996 - 1996
Skills
Private Equity, Venture Capital, Investment Banking, Wealth Management, Mergers & Acquisitions, Alternative Investments, Corporate Development, Investments, Real Estate, Finance, M&A experience, Investor Relations, Executive Management, Financial Services, Strategy, Portfolio Management, Due Diligence
Education
Eckerd College
BA, International Business
Blue Ocean Advisors, LLC December 2009 - Present
Blue Ocean Consultants, LLC 2011 - Present
Cross Keys Capital, LLC October 2008 - 2012
Athena Capital Partners 2006 - 2008
InterCoastal Ventures 2004 - 2006
Advantage Capital Partners 2000 - 2004
Northern Trust 1998 - 2000
Franklin Templeton Investments 1997 - 1997
Raymond James Financial Inc. 1996 - 1996
Skills
Private Equity, Venture Capital, Investment Banking, Wealth Management, Mergers & Acquisitions, Alternative Investments, Corporate Development, Investments, Real Estate, Finance, M&A experience, Investor Relations, Executive Management, Financial Services, Strategy, Portfolio Management, Due Diligence
Education
Eckerd College
BA, International Business
Glenn Huber, CFP®'s Northern Trust Experience January 1989 - January 2004
Job Senior Director at BNY Mellon Wealth Management
Industry Financial Services
Experience
BNY Mellon Wealth Management January 2004 - Present
Northern Trust January 1989 - January 2004
Barnett Bank of South Florida January 1984 - December 1988
Skills
Wealth, Private Banking, Investment Management, Wealth Management, Wealth Management..., Estate Planning, Asset Management, Banking, Business Development, Securities, Alternative Investments, Portfolio Management, Family Office
Education
Florida State University 1978 — 1982
BS, Finance
ABA National Trust School at Northwestern University
BNY Mellon Wealth Management January 2004 - Present
Northern Trust January 1989 - January 2004
Barnett Bank of South Florida January 1984 - December 1988
Skills
Wealth, Private Banking, Investment Management, Wealth Management, Wealth Management..., Estate Planning, Asset Management, Banking, Business Development, Securities, Alternative Investments, Portfolio Management, Family Office
Education
Florida State University 1978 — 1982
BS, Finance
ABA National Trust School at Northwestern University
Tara Zygowicz's Northern Trust Experience June 2000 - June 2001
Job Proposal Manager Sales Effectiveness
Industry Outsourcing/Offshoring
Experience
Aon Hewitt January 2015 - Present
Aon Hewitt September 2009 - January 2015
Northern Trust June 2000 - June 2001
Hewitt Associates June 1998 - June 2000
Hewitt Associates October 1997 - June 1998
Skills
Management, Employee Benefits, Outsourcing, Project Management, Leadership, Investments, New Business Development, Coaching, Investment Management, Defined Contribution, Business Process..., Operational Efficiency, Valuation, Defined Benefit, Business Process, Yoga Instruction, CRM
Education
Eastern Illinois University 1989 — 1993
BS in Business, Finance
Figure Yoga - Louisville, CO
200 hour Yoga Alliance Certified Teacher Training Program - RYT200, Studied under Richii Jai and Raven Elise
Aon Hewitt January 2015 - Present
Aon Hewitt September 2009 - January 2015
Northern Trust June 2000 - June 2001
Hewitt Associates June 1998 - June 2000
Hewitt Associates October 1997 - June 1998
Skills
Management, Employee Benefits, Outsourcing, Project Management, Leadership, Investments, New Business Development, Coaching, Investment Management, Defined Contribution, Business Process..., Operational Efficiency, Valuation, Defined Benefit, Business Process, Yoga Instruction, CRM
Education
Eastern Illinois University 1989 — 1993
BS in Business, Finance
Figure Yoga - Louisville, CO
200 hour Yoga Alliance Certified Teacher Training Program - RYT200, Studied under Richii Jai and Raven Elise
Lorelei Dinou's Northern Trust Experience 1987 - 1989
Job President at LORENSTONE, INC.
Industry Architecture & Planning
Experience
LORENSTONE, INC. August 1995 - Present
The Thistle Shop 1995 - Present
MacKenzie-Childs, LLC July 1995 - August 1995
Chadwick's Surfaces International 1989 - 1995
Northern Trust 1987 - 1989
Skills
Additions, Residential, Green Building, Custom Homes, Interior Design, Interior Architecture, Space-planning, Renovation, Residential Homes, Construction, Space planning, Tiles
Education
Emory University 1982 — 1987
Bachelor of Arts (BA), Psychology, Chemistry
Oxford College of Emory University 1982 — 1984
LORENSTONE, INC. August 1995 - Present
The Thistle Shop 1995 - Present
MacKenzie-Childs, LLC July 1995 - August 1995
Chadwick's Surfaces International 1989 - 1995
Northern Trust 1987 - 1989
Skills
Additions, Residential, Green Building, Custom Homes, Interior Design, Interior Architecture, Space-planning, Renovation, Residential Homes, Construction, Space planning, Tiles
Education
Emory University 1982 — 1987
Bachelor of Arts (BA), Psychology, Chemistry
Oxford College of Emory University 1982 — 1984
Carmello Calvino's Northern Trust Experience October 2010 - Present
Job Technical Coordinator Fund Acounting at Northern Trust
Industry Financial Services
Experience
Northern Trust October 2010 - Present
The Northern Trust Company December 1999 - October 2010
Odd Lot Execution Services LLC August 1998 - August 1999
The Chicago Stock Exchange September 1996 - August 1998
Skills
Equities, Mutual Funds, Securities, Investments, Valuation, Fixed Income, Bloomberg, Bonds, Fund Accounting, Bloomberg Terminal, Analysis, Financial Analysis, Derivatives, Options, Financial Services, Finance, Global Custody, Fund Administration, Hedge Funds, Asset Management, Financial Markets, Capital Markets, Portfolio Management
Education
Elmhurst College 2005 — 2008
Bachelor of Science, Finance, Economics
Quigley Seminary South 1986 — 1990
Northern Trust October 2010 - Present
The Northern Trust Company December 1999 - October 2010
Odd Lot Execution Services LLC August 1998 - August 1999
The Chicago Stock Exchange September 1996 - August 1998
Skills
Equities, Mutual Funds, Securities, Investments, Valuation, Fixed Income, Bloomberg, Bonds, Fund Accounting, Bloomberg Terminal, Analysis, Financial Analysis, Derivatives, Options, Financial Services, Finance, Global Custody, Fund Administration, Hedge Funds, Asset Management, Financial Markets, Capital Markets, Portfolio Management
Education
Elmhurst College 2005 — 2008
Bachelor of Science, Finance, Economics
Quigley Seminary South 1986 — 1990
Charles M. Wright, CFA's Northern Trust Experience August 2010 - July 2013
Job Director, Institutional Sales: Nonprofit Investment Solutions at Russell Investments
Industry Financial Services
Experience
Russell Investments August 2013 - Present
Northern Trust August 2010 - July 2013
Wall Street Access & Kelleher Family Wealth Management January 2008 - September 2009
Pax World Funds 1999 - 2008
H. G. Wellingrton & Compnay & Co., Inc. July 1995 - June 1999
Wells Fargo January 1992 - December 1994
Citi August 1987 - February 1989
Skills
CFA, Wealth Management, New Business Development, Non-profits, Investment Management, Endowment Funds, Foundations, Non-profit Boards, Nonprofits, Series 7, Asset Allocation, Asset Management, Chartered Financial..., Equities, Financial Services, Hedge Funds, Investments, Strategy, Wealth Management...
Education
Hamilton College 1983 — 1987
Bachelor of Arts (B.A.), Psychology
Emory University 1985 — 1985
Visiting Student
Greenwich High School 1980 — 1983
Parkway School - Greenwich CT
Russell Investments August 2013 - Present
Northern Trust August 2010 - July 2013
Wall Street Access & Kelleher Family Wealth Management January 2008 - September 2009
Pax World Funds 1999 - 2008
H. G. Wellingrton & Compnay & Co., Inc. July 1995 - June 1999
Wells Fargo January 1992 - December 1994
Citi August 1987 - February 1989
Skills
CFA, Wealth Management, New Business Development, Non-profits, Investment Management, Endowment Funds, Foundations, Non-profit Boards, Nonprofits, Series 7, Asset Allocation, Asset Management, Chartered Financial..., Equities, Financial Services, Hedge Funds, Investments, Strategy, Wealth Management...
Education
Hamilton College 1983 — 1987
Bachelor of Arts (B.A.), Psychology
Emory University 1985 — 1985
Visiting Student
Greenwich High School 1980 — 1983
Parkway School - Greenwich CT
William Hartnett's Northern Trust Experience July 2012 - Present
Job Global Foreign Exchange Sales at Northern Trust
Industry Financial Services
Experience
Northern Trust July 2012 - Present
Fifth Third Bank January 2012 - June 2012
Fifth Third Bancorp January 2010 - February 2012
AWOL Trading June 2009 - January 2010
Progeny Trading October 2008 - June 2009
Aspen Skiing Company 2005 - 2006
Skills
FX Options, Options, Currency, Foreign Exchange, Fixed Income, Derivatives, Equities, Sales, Hedging, Portfolio Management, Bloomberg, FX trading, Financial Analysis, Trading, Commodity Markets, Investments, Strategy, Asset Management, Electronic Trading, Capital Markets, Business Analysis, Trading Systems, Algorithms
Education
Fairfield University 2002 — 2005
University School
Northern Trust July 2012 - Present
Fifth Third Bank January 2012 - June 2012
Fifth Third Bancorp January 2010 - February 2012
AWOL Trading June 2009 - January 2010
Progeny Trading October 2008 - June 2009
Aspen Skiing Company 2005 - 2006
Skills
FX Options, Options, Currency, Foreign Exchange, Fixed Income, Derivatives, Equities, Sales, Hedging, Portfolio Management, Bloomberg, FX trading, Financial Analysis, Trading, Commodity Markets, Investments, Strategy, Asset Management, Electronic Trading, Capital Markets, Business Analysis, Trading Systems, Algorithms
Education
Fairfield University 2002 — 2005
University School
Madelon Johnson's Northern Trust Experience May 2013 - June 2014
Job Retirement Plan Consultant
Industry Financial Services
Experience
Northern Trust Corporation June 2014 - August 2015
Northern Trust May 2013 - June 2014
Principal Financial Group June 2011 - May 2013
American Fidelity December 2010 - May 2011
Principal Financial Group August 2004 - November 2010
Skills
Retirement Planning, Investments, Insurance, Financial Services, Series 7, Sales, Series 63, Wealth Management, Retirement, Fixed Annuities, Securities, Marketing, Employee Benefits
Education
FLORIDA A&M UNIVERSITY 2000 — 2004
Bachelor of Science, Business Administration
Florida Agricultural and Mechanical University 2000 — 2004
Business Administration
Bainbridge High School
Bainbridge High School
Northern Trust Corporation June 2014 - August 2015
Northern Trust May 2013 - June 2014
Principal Financial Group June 2011 - May 2013
American Fidelity December 2010 - May 2011
Principal Financial Group August 2004 - November 2010
Skills
Retirement Planning, Investments, Insurance, Financial Services, Series 7, Sales, Series 63, Wealth Management, Retirement, Fixed Annuities, Securities, Marketing, Employee Benefits
Education
FLORIDA A&M UNIVERSITY 2000 — 2004
Bachelor of Science, Business Administration
Florida Agricultural and Mechanical University 2000 — 2004
Business Administration
Bainbridge High School
Bainbridge High School
Patricia Arboleda Perdomo's Northern Trust Experience April 1997 - Present
Job Portfolio Manager at Northern Trust
Industry Investment Management
Experience
Northern Trust April 1997 - Present
Skills
Asset Allocation, Wealth Management..., Portfolio Management, Investment Management, Investment Strategies, Investment Policy, Investment Advisory, Performance Attribution, Fixed Income, Investments, Trusts, Wealth Management, Asset Management, Mutual Funds
Education
Florida International University - College of Business 2000 — 2001
MSF, Finance, International Business
Northern Trust April 1997 - Present
Skills
Asset Allocation, Wealth Management..., Portfolio Management, Investment Management, Investment Strategies, Investment Policy, Investment Advisory, Performance Attribution, Fixed Income, Investments, Trusts, Wealth Management, Asset Management, Mutual Funds
Education
Florida International University - College of Business 2000 — 2001
MSF, Finance, International Business
Beth Kandra's Northern Trust Experience April 2012 - March 2014
Job Controller at American Road Maintenance/Midwest Tar Sealer
Industry Banking
Experience
American Road Maintenance/Midwest Tar Sealer April 2014 - Present
Northern Trust April 2012 - March 2014
Wells Fargo Private Bank September 2009 - April 2012
Wells Fargo Private Client Services August 2009 - April 2012
LaSalle Bank September 2002 - August 2009
Skills
Commercial Lending, Commercial Banking, Loans, Banking, Portfolio Management
Education
Ferris State University 1972 — 1973
Accounting
American Road Maintenance/Midwest Tar Sealer April 2014 - Present
Northern Trust April 2012 - March 2014
Wells Fargo Private Bank September 2009 - April 2012
Wells Fargo Private Client Services August 2009 - April 2012
LaSalle Bank September 2002 - August 2009
Skills
Commercial Lending, Commercial Banking, Loans, Banking, Portfolio Management
Education
Ferris State University 1972 — 1973
Accounting
Brian Hofmann's Northern Trust Experience 1982 - 2011
Job Visiting Assistant Professor in Business at Elmhurst College and President of the Bornsen Family Foundation
Industry Accounting
Experience
Elmhurst College August 2013 - Present
Bornsen Family Foundation 2010 - Present
Elmhurst College 2011 - 2013
Northern Trust 1982 - 2011
Northern Illinois University 2005 - 2005
Elmhurst College 1994 - 2004
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Teaching, Public Speaking, Strategic Planning, Budgets, Finance, Management, Financial Accounting, Accounting, Leadership
Education
Elmhurst College 1989 — 1993
Bachelor of Science (B.S.), Accounting
Northern Illinois University 1983 — 1986
Master of Business Administration (M.B.A.), Business
Elmhurst College 1978 — 1982
Bachelor of Science (B.S.), Marketing
Elmhurst College August 2013 - Present
Bornsen Family Foundation 2010 - Present
Elmhurst College 2011 - 2013
Northern Trust 1982 - 2011
Northern Illinois University 2005 - 2005
Elmhurst College 1994 - 2004
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Teaching, Public Speaking, Strategic Planning, Budgets, Finance, Management, Financial Accounting, Accounting, Leadership
Education
Elmhurst College 1989 — 1993
Bachelor of Science (B.S.), Accounting
Northern Illinois University 1983 — 1986
Master of Business Administration (M.B.A.), Business
Elmhurst College 1978 — 1982
Bachelor of Science (B.S.), Marketing
Carlos Funez's Northern Trust Experience June 2003 - April 2006
Job Vice President at Brookfield Investment Management
Industry Financial Services
Experience
Brookfield Investment Management April 2006 - Present
Northern Trust June 2003 - April 2006
Deutsche Bank April 1999 - June 2003
Skills
Asset Management, Performance Measurement, Equities, Middle Office, Fixed Income, Securities, Bloomberg, Mutual Funds, Reconciliation, Derivatives, Accounting, Investments, Account Reconciliation, Structured Products, Alternative Investments
Education
Florida International University 1993 — 1996
Bachelor of Accounting, Advanced Accounting, and minor in Finance
Brookfield Investment Management April 2006 - Present
Northern Trust June 2003 - April 2006
Deutsche Bank April 1999 - June 2003
Skills
Asset Management, Performance Measurement, Equities, Middle Office, Fixed Income, Securities, Bloomberg, Mutual Funds, Reconciliation, Derivatives, Accounting, Investments, Account Reconciliation, Structured Products, Alternative Investments
Education
Florida International University 1993 — 1996
Bachelor of Accounting, Advanced Accounting, and minor in Finance
Maite Arnedo's Northern Trust Experience September 2005 - April 2010
Job Private Wealth Advisor at Goldman Sachs
Industry Financial Services
Experience
Vice President - Goldman Sachs May 2010 - Present
Northern Trust September 2005 - April 2010
Deloitte & Touche Tax July 2002 - September 2005
Education
Florida International University
Bachelor of Arts (BA)
University of Southern California - Marshall School of Business
MBT, Taxation
Vice President - Goldman Sachs May 2010 - Present
Northern Trust September 2005 - April 2010
Deloitte & Touche Tax July 2002 - September 2005
Education
Florida International University
Bachelor of Arts (BA)
University of Southern California - Marshall School of Business
MBT, Taxation
Alex Beymer's Northern Trust Experience February 2012 - Present
Job Investment Associate at Northern Trust
Industry Financial Services
Experience
Northern Trust February 2012 - Present
Integrity Appraisal Services October 2010 - January 2011
CBRE May 2010 - September 2010
Skills
Bloomberg, Team Leadership, Client Relations Skills, Project Coordination, Customer Service, Microsoft Office, Data Analysis, Data Entry, Organizational..., Reuters, WebEx, Investments, Microsoft Excel, Portfolio Management, Analysis, Asset Management, Networking, Finance, Financial Modeling, Project Planning, Financial Planning, Financial Reporting, Valuation, Due Diligence, Banking, Business Strategy, Financial Services
Education
Florida Gulf Coast University 2007 — 2011
2011 Bachelor of Science, Economics and Finance
Northern Trust February 2012 - Present
Integrity Appraisal Services October 2010 - January 2011
CBRE May 2010 - September 2010
Skills
Bloomberg, Team Leadership, Client Relations Skills, Project Coordination, Customer Service, Microsoft Office, Data Analysis, Data Entry, Organizational..., Reuters, WebEx, Investments, Microsoft Excel, Portfolio Management, Analysis, Asset Management, Networking, Finance, Financial Modeling, Project Planning, Financial Planning, Financial Reporting, Valuation, Due Diligence, Banking, Business Strategy, Financial Services
Education
Florida Gulf Coast University 2007 — 2011
2011 Bachelor of Science, Economics and Finance
Dorothy Rawson's Northern Trust Experience October 2006 - May 2008
Job Mother of twins at Stay at home mom
Industry Financial Services
Experience
Stay at home mom March 2008 - Present
Northern Trust October 2006 - May 2008
Education
Flagler College
Stay at home mom March 2008 - Present
Northern Trust October 2006 - May 2008
Education
Flagler College
Judy Bricker's Northern Trust Experience March 1997 - Present
Job Director of Marketing Southeast Region at Northern Trust
Industry Financial Services
Experience
Northern Trust March 1997 - Present
Public Relations Society of America - Gulf Coast Chapter January 2013 - January 2014
Grey Oaks Realty, Inc. 1992 - 1997
Education
Florida State University
Communications, Marketing/Advertising/Public Relations
Northern Trust March 1997 - Present
Public Relations Society of America - Gulf Coast Chapter January 2013 - January 2014
Grey Oaks Realty, Inc. 1992 - 1997
Education
Florida State University
Communications, Marketing/Advertising/Public Relations
Nancy Schaper's Northern Trust Experience January 1985 - May 1989
Job Human Resources Professional
Industry Human Resources
Experience
ComPsych April 2007 - April 2010
USA Group, Inc. January 1997 - February 2007
Howard Simon August 1994 - January 1997
USA Group, Inc. May 1989 - August 1994
Northern Trust January 1985 - May 1989
Skills
Qualified Retirement..., Retirement Plan..., Employee Training, Employee Engagement, HR Consulting, Employee Benefits, Recruiting, HRIS, Human Resources, Employee Relations, Talent Management, FMLA
Education
Eastern Michigan University
ComPsych April 2007 - April 2010
USA Group, Inc. January 1997 - February 2007
Howard Simon August 1994 - January 1997
USA Group, Inc. May 1989 - August 1994
Northern Trust January 1985 - May 1989
Skills
Qualified Retirement..., Retirement Plan..., Employee Training, Employee Engagement, HR Consulting, Employee Benefits, Recruiting, HRIS, Human Resources, Employee Relations, Talent Management, FMLA
Education
Eastern Michigan University
Joseph Lauer's Northern Trust Experience October 2012 - Present
Job Section Manager Unitized Valuation Reporting Services at Northern Trust
Industry Financial Services
Experience
Northern Trust October 2012 - Present
Northern Trust August 2011 - November 2012
Northern Trust July 2008 - August 2011
Northern Trust January 2006 - July 2008
Northern Trust December 2003 - January 2006
Education
Eastern Illinois University 1999 — 2003
Bachelor's, Finance
Northern Trust October 2012 - Present
Northern Trust August 2011 - November 2012
Northern Trust July 2008 - August 2011
Northern Trust January 2006 - July 2008
Northern Trust December 2003 - January 2006
Education
Eastern Illinois University 1999 — 2003
Bachelor's, Finance
Daniel W. Rigby, CFA's Northern Trust Experience February 2013 - November 2014
Job Research Analyst at Henssler Financial
Industry Investment Management
Experience
Henssler Financial November 2014 - Present
Northern Trust February 2013 - November 2014
NEPC February 2011 - February 2013
FGCU & The Charles G. Koch Foundation February 2009 - July 2010
Skills
Portfolio Management, Asset Allocation, Microsoft Excel, Quantitative Analytics
Education
Florida Gulf Coast University 2006 — 2010
Bachelor of Science, Finance, Economics
University of South Florida 2005 — 2006
Economics
Henssler Financial November 2014 - Present
Northern Trust February 2013 - November 2014
NEPC February 2011 - February 2013
FGCU & The Charles G. Koch Foundation February 2009 - July 2010
Skills
Portfolio Management, Asset Allocation, Microsoft Excel, Quantitative Analytics
Education
Florida Gulf Coast University 2006 — 2010
Bachelor of Science, Finance, Economics
University of South Florida 2005 — 2006
Economics
Khalid SRIJI's Northern Trust Experience October 2010 - July 2011
Job Senior Application Analyst at Bank of America
Industry Financial Services
Experience
Bank of America July 2011 - Present
Northern Trust October 2010 - July 2011
Citi July 2008 - September 2010
Norkom Technologies June 2007 - June 2008
Microsoft March 2006 - June 2007
Dell July 2005 - February 2006
IBM January 2003 - June 2005
Micro Strategies January 1997 - December 2002
Skills
Business Analysis, SDLC, Bloomberg, Fixed Income, Equities, Asset Managment, Risk Management, Portfolio Management, Banking, Derivatives, Vendor Management, SQL, Sybase, Visio, DB2, Financial Services, Oracle, Requirements Analysis, Data Modeling, Global Custody
Education
The Open University 2006 — 2010
Master of Business Administration (MBA), Business Administration and Management, General, MBA
ENSEEIHT - Ecole Nationale Supérieure d'Electrotechnique, d'Electronique, d'Informatique, d'Hydraulique et des Télécommunications 1992 — 1993
Master's degree, Information Technology, Master
ENSEEIHT - Ecole Nationale Supérieure d'Electrotechnique, d'Electronique, d'Informatique, d'Hydraulique et des Télécommunications 1992 — 1993
Engineer's degree, Computer Science, Engineer
ENSEM 1987 — 1992
Engineer's degree, Industrial Electronics Technology/Technician, Engineer
Bank of America July 2011 - Present
Northern Trust October 2010 - July 2011
Citi July 2008 - September 2010
Norkom Technologies June 2007 - June 2008
Microsoft March 2006 - June 2007
Dell July 2005 - February 2006
IBM January 2003 - June 2005
Micro Strategies January 1997 - December 2002
Skills
Business Analysis, SDLC, Bloomberg, Fixed Income, Equities, Asset Managment, Risk Management, Portfolio Management, Banking, Derivatives, Vendor Management, SQL, Sybase, Visio, DB2, Financial Services, Oracle, Requirements Analysis, Data Modeling, Global Custody
Education
The Open University 2006 — 2010
Master of Business Administration (MBA), Business Administration and Management, General, MBA
ENSEEIHT - Ecole Nationale Supérieure d'Electrotechnique, d'Electronique, d'Informatique, d'Hydraulique et des Télécommunications 1992 — 1993
Master's degree, Information Technology, Master
ENSEEIHT - Ecole Nationale Supérieure d'Electrotechnique, d'Electronique, d'Informatique, d'Hydraulique et des Télécommunications 1992 — 1993
Engineer's degree, Computer Science, Engineer
ENSEM 1987 — 1992
Engineer's degree, Industrial Electronics Technology/Technician, Engineer
Frank Gallery's Northern Trust Experience March 2009 - January 2012
Job
Industry Accounting
Experience
Ace Hardware May 2012 - June 2012
Northern Trust March 2009 - January 2012
Claymore Securities January 2007 - March 2009
RONIN CAPITAL, LLC May 2005 - January 2007
BANK ONE CAPITAL MARKETS November 1999 - May 2005
BANK ONE CAPITAL MARKETS November 1999 - June 2001
Chicago Board of Trade June 1998 - November 1999
INGRAM & COMPANY January 1998 - June 1998
Skills
Financial Reporting, Auditing, Financial Analysis, Accounting, Reconciliation, General Ledger, Funding, Investments, Balance, Accounts Payable, Financial Accounting, Excel, Trading, Securities, Bank Reconciliation, Risk Management, Account Reconciliation, Financial Statements, Microsoft Excel, Management, Analysis, Mutual Funds, Accruals, Accounts Receivable, Leadership, Strategic Financial..., Financial Risk
Education
Keller Graduate School of Management of DeVry University 2015 — 2016
Masters of Accountancy, Accounting
Elmhurst College 1996 — 1998
B.S., Accounting
Ace Hardware May 2012 - June 2012
Northern Trust March 2009 - January 2012
Claymore Securities January 2007 - March 2009
RONIN CAPITAL, LLC May 2005 - January 2007
BANK ONE CAPITAL MARKETS November 1999 - May 2005
BANK ONE CAPITAL MARKETS November 1999 - June 2001
Chicago Board of Trade June 1998 - November 1999
INGRAM & COMPANY January 1998 - June 1998
Skills
Financial Reporting, Auditing, Financial Analysis, Accounting, Reconciliation, General Ledger, Funding, Investments, Balance, Accounts Payable, Financial Accounting, Excel, Trading, Securities, Bank Reconciliation, Risk Management, Account Reconciliation, Financial Statements, Microsoft Excel, Management, Analysis, Mutual Funds, Accruals, Accounts Receivable, Leadership, Strategic Financial..., Financial Risk
Education
Keller Graduate School of Management of DeVry University 2015 — 2016
Masters of Accountancy, Accounting
Elmhurst College 1996 — 1998
B.S., Accounting
Brett Murray's Northern Trust Experience October 2005 - July 2011
Job MBS Rolls at Dealerweb
Industry Financial Services
Experience
Dealerweb October 2014 - Present
Global Strategic Investments January 2014 - Present
JVB Financial Group, LLC August 2011 - December 2013
Northern Trust October 2005 - July 2011
Lebenthal & Co 1997 - 2003
Skills
Series 7, Fixed Income, Bloomberg, Equities, Securities
Education
Fairfield University 1992 — 1996
BA, Economics
Fordham Preparatory School 1988 — 1992
Dealerweb October 2014 - Present
Global Strategic Investments January 2014 - Present
JVB Financial Group, LLC August 2011 - December 2013
Northern Trust October 2005 - July 2011
Lebenthal & Co 1997 - 2003
Skills
Series 7, Fixed Income, Bloomberg, Equities, Securities
Education
Fairfield University 1992 — 1996
BA, Economics
Fordham Preparatory School 1988 — 1992
Roberta Carsello -Uhlar's Northern Trust Experience February 2014 - Present
Job Trust Officer at Northern Trust
Industry Financial Services
Experience
Northern Trust February 2014 - Present
Northern Trust December 2011 - Present
Slepcevich Financial Group 2006 - 2011
Fowler White Boggs 2004 - 2006
City of Oviedo 1994 - 1997
IBM 1980 - 1991
Skills
Banking, Securities
Education
Marymount University
Master of Business Administration (MBA), Management
Florida Atlantic University
Bachelor of Business Administration (BBA), Finance
Rollins College
Paralegal
Northern Trust February 2014 - Present
Northern Trust December 2011 - Present
Slepcevich Financial Group 2006 - 2011
Fowler White Boggs 2004 - 2006
City of Oviedo 1994 - 1997
IBM 1980 - 1991
Skills
Banking, Securities
Education
Marymount University
Master of Business Administration (MBA), Management
Florida Atlantic University
Bachelor of Business Administration (BBA), Finance
Rollins College
Paralegal
Christopher Gruchacz's Northern Trust Experience April 1990 - November 1995
Job Vice President and Investment Strategist at Wells Fargo Private Bank
Industry Financial Services
Experience
Wells Fargo May 2013 - Present
BNY Mellon January 2007 - April 2013
Comerica Bank November 1995 - January 2007
Northern Trust April 1990 - November 1995
Skills
Wealth Management, Portfolio Management, Investment Advisory, Relationship Management, Investments, Loans, Insurance, High Net Worth..., Estate Planning, Leadership, Analysis, Team Management, Mutual Funds, Securities, Fixed Income, Equities, Management, Accounting
Education
Florida Atlantic University 1993 — 1996
Bachelor of Science (B.S.), Business Administration and Management, General
Wells Fargo May 2013 - Present
BNY Mellon January 2007 - April 2013
Comerica Bank November 1995 - January 2007
Northern Trust April 1990 - November 1995
Skills
Wealth Management, Portfolio Management, Investment Advisory, Relationship Management, Investments, Loans, Insurance, High Net Worth..., Estate Planning, Leadership, Analysis, Team Management, Mutual Funds, Securities, Fixed Income, Equities, Management, Accounting
Education
Florida Atlantic University 1993 — 1996
Bachelor of Science (B.S.), Business Administration and Management, General
Elizabeth Suttle's Northern Trust Experience May 2012 - July 2012
Job Best Interest Attorney at Guardian Ad Litem Program
Industry Law Practice
Experience
Guardian Ad Litem Program November 2013 - Present
Northern Trust May 2012 - July 2012
Akerman Senterfitt May 2011 - July 2011
Michelsen Advertising October 2008 - May 2010
McDermott Will & Emery May 2008 - July 2008
Education
Nova Southeastern University—Shepard Broad Law Center 2010 — 2013
Doctor of Law (JD)
Florida International University 2004 — 2008
Bachelor's in Communications, Advertising
Guardian Ad Litem Program November 2013 - Present
Northern Trust May 2012 - July 2012
Akerman Senterfitt May 2011 - July 2011
Michelsen Advertising October 2008 - May 2010
McDermott Will & Emery May 2008 - July 2008
Education
Nova Southeastern University—Shepard Broad Law Center 2010 — 2013
Doctor of Law (JD)
Florida International University 2004 — 2008
Bachelor's in Communications, Advertising
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.